NEWVEST MANAGEMENT, LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $438.2M |
| Discretionary | $438.2M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $48.7M |
| Employees | 25 |
| Peak AUM | $445.3MMar 2025 |
| AUM CAGR | +66.2% /yrover 4 yrs · 12 filings |
AUM by Client Type
Total AUM
$438M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $438M | 1.6% | +111.2% | — | |
| Discretionary AUM | $438M | ||||
Key Metrics
| Total AUM | $438.2M |
| Discretionary | $438.2M |
| Employees | 25 |
| Client Accounts | 9 |
Contact & Location
Phone
646-300-4305
Filing History
12 ADV Part 1 submissions
Fee Structure
Fixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$438M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm