Firm profile

MIRAVAST ASSET MANAGEMENT, LLC

NEWTOWN, PACRD 168582Latest ADV March 25, 2026

Miravast Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated March 25, 2026, reports $1.4B in regulatory assets under management, 21 employees, 1 office, and 9 accounts.

Assets Under Management
$1.4B
Employees
21
Offices
1 office
Total Clients
<5
Primary office
NEWTOWN, PA
405 SOUTH STATE ST., 1ST FLOOR, NEWTOWN, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOBeckelman, David, Ralph
CCOEdward Michael O'leary

Advisory services offered

2 types reported
Portfolio management for 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 segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4
Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of March 25, 2026
Discretionary59.1%
$807M
59% of total RAUM59.1%
Non-discretionary40.9%
$558M
41% of total RAUM40.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts9
10Y AUM Change+$1.2B (+591.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees21
Clients per Employee0:1
10Y Employee Change+7 (+50.0%)

* 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.