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NEW VERNON CAPITAL
Legal name: NEW VERNON ADVISERS LP
CRD 160231File 801-73445
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$902.1M
Above cohort median (national)
Discretionary AUM
$902.1M
Clients
44
47 accounts
Employees
14
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 62 ELM STREET, MORRISTOWN, NJ, 07960
- Phone
- 201-793-0570
- Website
- HTTPS://WWW.NEW-VERNON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $902.1M
- Discretionary AUM
- $902.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 47
- Non-discretionary accounts
- 0
- Total accounts
- 47
- AUM per client
- $20.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 32 | $50.1M |
| Pooled investment vehicles | 12 | $850.5M |
| Pension and profit sharing plans | Fewer than 5 | $422K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.