This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.7BItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.0B

Private client RAUM

$1.5BderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

27

Advisory employees

13

Offices

0Schedule D 1.F, beyond the principal office

Accounts

120

High net worth clients

101

SEC number

801-111870

CRD

172523

Filings on the tape

15

First filed

Sep 18, 2017

Latest filed

May 12, 2026

Organised

Corporation

• Occurred

  Feb 27, 2023
  Regulatory AUM changed

  Nevastar Finance Ltd reported RAUM $1.2B, down 30% from $1.6B (2022-03-30 to 2023-02-27)

  Form ADVobserved 4 days ago
  $-488M
• Occurred

  Mar 30, 2022
  Regulatory AUM changed

  Nevastar Finance Ltd reported RAUM $1.6B, up 65% from $993.3M (2021-08-18 to 2022-03-30)

  Form ADVobserved 4 days ago
  $648M
• Occurred

  Sep 18, 2017
  First Form ADV filing

  Nevastar Finance Ltd filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bd71ed9f-79d4-a075-b432-0ebafb2447d3

First observed

Sep 18, 2017

Last observed

May 12, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.