New Vernon Capital is an SEC registered investment adviser organized as a limited partnership with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $902M in regulatory assets under management, 14 employees, 1 office, and 47 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.7% of total clients.
Top client categories% of clientsClients
1
HNWI
72.7%
32
2
Pooled Investment Vehicles
27.3%
12
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$902Mas of March 30, 2026
Discretionary100.0%
$902M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$902M
Total Accounts47
10Y AUM Change+$129M (+16.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee3:1
10Y Employee Change-6 (-30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.