Data / Investment advisers / New Jersey / New Vernon Capital
New Vernon Capital, Morristown, NJ: $902 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
New Vernon Capital is an SEC registered investment adviser with its main office in Morristown, New Jersey and reports $902 million in regulatory assets under management in its Form ADV filed May 5, 2026. Its clients include pooled investment vehicles, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 5 private funds.
The request: Watch New Vernon Capital (CRD number 160231): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 160231
- SEC file number
- 801-73445
- SEC status
- Approved, effective March 30, 2012
- Legal name
- New Vernon Advisers LP
- Main office
- 62 Elm Street, Morristown, NJ 07960
- Phone
- (201) 793-0570
- Website
- new-vernon.com
- Regulatory AUM
- $902,052,119 in the Form ADV filed May 5, 2026
- Discretionary AUM
- $902,052,119
- Accounts
- 47
- Employees
- 14, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 5: 4 hedge funds, 1 real estate fund
- Gross assets of private funds
- $850,452,547
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $850.5 million |
| High net worth individuals | 32 | $50.1 million |
| Charitable organizations | Fewer than 5 | $1.1 million |
| Pension and profit sharing plans | Fewer than 5 | $422,069 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $902.1 million | March 30, 2026 |
| December 1, 2025 | $910.6 million | April 4, 2025 |
Other advisers in Morristown
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Private Advisor Group, LLC | Morristown | $57.70 billion | Not listed | adviserinfo.sec.gov |
| Simon Quick Advisors, LLC | Morristown | $9.01 billion | 5 | adviserinfo.sec.gov |
| Beacon Trust | Morristown | $4.44 billion | Not listed | adviserinfo.sec.gov |
| Washington Crossing Advisors LLC | Morristown | $2.03 billion | Not listed | adviserinfo.sec.gov |
| Blackhill Capital, Inc | Morristown | $2.00 billion | Not listed | adviserinfo.sec.gov |
| McRae Capital Management Inc. | Morristown | $795 million | Not listed | adviserinfo.sec.gov |
| Himco, LLC | Morristown | $725.7 million | 24 | adviserinfo.sec.gov |
| Pegasus Asset Management Inc | Morristown | $553.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Morristown, NJ
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- New Vernon Capital on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.