Nevastar Finance Ltd

RIASEC RegisteredEst. 2017

Total AUM

$1.7B

Discretionary

$1B

62% of AUM

Avg account

$14M

Accounts

120

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 172523
Registered since: November 24, 2017
Website: www.nevastar.com
Custodians: LOMBARD ODIER, UBS FINANCIAL SERVICES INC., ROTHSCHILD & CO BANK AG, BANQUE PICTET & CIE SA
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI89.96%
Insurance Companies10.04%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nevastar Finance Ltd is an independent registered investment adviser that entered SEC registration in 2017. Organized as a corporation with foreign-entity and individual ownership, the firm acts as a capital allocator and provides discretionary and non-discretionary portfolio management. Its client mix includes high-net-worth individuals and families as well as institutional and business clients. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Nevastar provides portfolio management for individuals and small businesses and for business or institutional entities. It does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.