Nevastar Finance Ltd is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 24, 2026, reports $1.7B in regulatory assets under management, 27 employees, and 120 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.2% of total clients.
Top client categories% of clientsClients
1
HNWI
84.2%
101
2
Insurance Cos.
15.8%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 24, 2026
Discretionary61.7%
$1.0B
62% of total RAUM61.7%
Non-discretionary38.3%
$645M
38% of total RAUM38.3%
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$1.7B
Total Accounts120
10Y AUM Change+$539M (+47.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee4:1
10Y Employee Change+11 (+68.8%)
* 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.