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NEVASTAR FINANCE LTD

CRD 172523File 801-111870
APPROVED
Retail clients
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.04B
Non-discretionary $645.2M
Clients
120
120 accounts
Employees
27

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Nov 24, 2017
Principal office
6 DUKE STREET ST JAMES'S, LONDON, SW1Y 6BN
Phone
0207-290-3210

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.68B
Discretionary AUM
$1.04B
Non-discretionary AUM
$645.2M
Discretionary accounts
99
Non-discretionary accounts
21
Total accounts
120
AUM per client
$14.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companies19$169.1M
High net worth individuals101$1.52B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients108120increased by12
Apr 1, 2026AUM$1,411,272,265$1,684,585,723increased by$273,313,458
Apr 1, 2026Accounts108120increased by12
May 1, 2025
vs Oct 1, 2022
Employees2227increased by5
May 1, 2025
vs Oct 1, 2022
Clients138108decreased by30
May 1, 2025
vs Oct 1, 2022
AUM$1,640,866,767$1,411,272,265decreased by$229,594,502
May 1, 2025
vs Oct 1, 2022
Accounts138108decreased by30
Apr 1, 2022Employees1722increased by5
Apr 1, 2022Clients109138increased by29
Apr 1, 2022AUM$993,299,262$1,640,866,767increased by$647,567,505
Apr 1, 2022Accounts109138increased by29
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NEVASTAR FINANCE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEVASTAR FINANCE” may also match similarly-named firms). Confirm identity against each filing.

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.