NEWVEST MANAGEMENT, LP
CRD #316841 SEC #801-124812 646-300-4305
SEC Registered Private Funds
Total AUM
$445.3M
Discretionary
$445.3M
Employees
17
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $445.3M | $445.3M | $0 | 17 | 0 |
| Mar 2025 | $445.3M | $445.3M | $0 | 17 | 0 |
| Jan 2025 | $249.5M | $249.5M | $0 | 12 | 0 |
| Jan 2025 | $249.5M | $249.5M | $0 | 12 | 0 |
| Aug 2024 | $249.5M | $249.5M | $0 | 12 | 0 |
| Mar 2024 | $249.5M | $249.5M | $0 | 12 | 0 |
| Dec 2023 | $46.5M | $46.5M | $0 | 11 | 0 |
| Mar 2023 | $46.5M | $46.5M | $0 | 11 | 0 |
| Sep 2022 | $46.5M | $46.5M | $0 | 12 | 7 |
DateJul 2025
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees17
Clients0
DateJan 2025
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees12
Clients0
DateJan 2025
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees12
Clients0
DateDec 2023
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees11
Clients0
DateSep 2022
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees12
Clients7