SourcingSourcing

NEW VERNON ADVISERS LP

B54
CRD 160231·SEC 801-73445·MORRISTOWN, NJ
AUM
$902.1M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEW VERNON ADVISERS LP
CRD
160231
SEC file #
801-73445
EIN
383990889
DBA names
New Vernon Capital

Economics

AUM
$902.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$852.7M → $902.1M▲ +6%
Client mix
Individuals High Net Worth32
Pooled Investment Vehicles12

Operations

Employees (total)
14
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
MORRISTOWN NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
new-vernon.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NVCH II LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
NVCH II LLC
BERTRON, DENNIS, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEW-VERNON.COM
Rdap Domain Creation Date
2004-01-22T15:26:13Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001669096
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2016-07-01
Edgar Last Filing Date
2026-02-04
Edgar Form D Count
10
Edgar Form D Offerings
2026-02-042026-02-04 · 0001669096-26-000001
2025-01-302025-01-30 · 0001669096-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing4
E*trade4
Morgan Stanley1
Edgar Addresses
Mailing
C/O NEW VERNON ADVISERS LP, HARBORSIDE 5185 HUDSON STREET, SUITE 2330JERSEY CITY, NJ 07311
Business
C/O NEW VERNON ADVISERS LP, HARBORSIDE 5185 HUDSON STREET, SUITE 2330JERSEY CITY, NJ 07311
Edgar EIN
383990889
Edgar Recent Filings
D/A2026-02-04 · 0001669096-26-000001
D/A2025-01-30 · 0001669096-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-22T15:26:13Z
Rdap Domain Last Changed
2022-11-23T07:53:38Z
Rdap Nameservers
Cody.ns.cloudflare.comConnie.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (5)

5
BERTRON, DENNIS, CHRISTOPHER
Executive Officer · 2.5%
6990322
EDWARDS, JEFFREY, NEIL
Executive Officer · 2.5%
1740896
SANCHEZ, JORGE, NMN
Executive Officer · 2.5%
2081078
WITTLIN, BARRY, STUART
Executive Officer · 2.5%
2817640
ZAKARIA, ARSHAD, RAFIQ
Executive Officer · 2.5%
2820745