New Vernon Wealth Management LLC

Overview

New Vernon Wealth Management LLC is a privately held limited liability company that has been SEC-registered since 2013 and serves individual and family clients with fee-based portfolio management. The firm charges a percentage-of-AUM advisory fee and describes its core advisory activity as portfolio management for individuals and small businesses. Filings flag the adviser as a single-state operator and indicate it does not market itself as an active ESG investor. Regulatory and business affiliations noted in the firm’s materials include relationships with broker-dealers, other investment advisers, commodity pool operators/commodity trading advisers, and roles as sponsor, general partner or managing member of pooled investment vehicles. Those affiliations suggest the firm has operational ties to a range of industry functions beyond pure advisory delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives