NEWVEST MANAGEMENT, LP

CRD 316841 · SEC 801-124812

Advisory firmLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$438.2M

Discretionary AUM

$438.2M

Team

25 total employees; 8 advisory reps

Clients

—

Fees

Fixed fees; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

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Services

Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Pooled investment vehicles	9	$438.2M

All web addresses on file

Official SEC filing: View on IAPD