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
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLUM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLUM, JOSEPH, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELMHIRST, RICHARD ALEXANDER, JASON "JAKE" | I | VICE CHAIRMAN | NA | Control |
| ELMHIRST, RICHARD ALEXANDER, JASON "JAKE" | I | VICE CHAIRMAN | NA | Control |
| FARCHY, LIMOR, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARCHY, LIMOR, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FARCHY, LIMOR, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Farchy, Limor | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF CLIENT SERVICES | NA | |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF INVESTOR SERVICES, DCCO | NA | Control |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF INVESTOR SERVICES, DCCO | NA | Control |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF INVESTOR SERVICES, DCCO | NA | Control |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF INVESTOR SERVICES, DCCO | NA | Control |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF INVESTOR SERVICES, DCCO | NA | Control |
| GILFILLIAN, SHERRYL, ALETHEA | I | HEAD OF INVESTOR SERVICES, DCCO | NA | Control |
| GOPAS, ELIRAN, NMN | I | HEAD OF PRODUCT | NA | Control |
| GOPAS, ELIRAN, NMN | I | HEAD OF PRODUCT | NA | Control |
| GOPAS, ELIRAN, NMN | I | HEAD OF STRATEGY | NA | Control |
| GOPAS, ELIRAN, NMN | I | HEAD OF STRATEGY | NA | Control |
| GROLL, FRANCISCA, MARIA | I | HEAD OF RESEARCH | NA | |
| GROLL, FRANCISCA, MARIA | I | HEAD OF RESEARCH | NA | |
| Gropas, Eliran | I | HEAD OF PRODUCT | NA | Control |
| Gropas, Eliran | I | HEAD OF PRODUCT | NA | Control |
| Gropas, Eliran | I | HEAD OF PRODUCT | NA | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF PRODUCT | NA | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF PRODUCT | NA | Control |
| JACK, OLIVIA, CATHERINE | I | HEAD OF MARKETING & COMMUNICATIONS | NA | Control |
| JACK, OLIVIA, CATHERINE | I | HEAD OF MARKETING & COMMUNICATIONS | NA | Control |
| JACK, OLIVIA, CATHERINE | I | HEAD OF MARKETING & COMMUNICATIONS | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| JANSSEN, JOHN, J | I | CTO AND DEPUTY CFO | NA | Control |
| NEWVEST UGP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWVEST UGP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWVEST UGP, LLC | DE | GENERAL PARTNER | NA | Control |
| PAN, MEICHUN | I | CONTROLLER | NA | |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PUSTORINO, RICHARD, ANGELO | I | HEAD OF CONSULTANT RELATIONS | NA | |
| PUSTORINO, RICHARD, ANGELO | I | HEAD OF CONSULTANT RELATIONS | NA | |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Talmor-Gera, Edward, Matthew | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ZHU, JINGCAI | I | HEAD OF INVESTOR RELATIONS | NA | Control |
| ZHU, JINGCAI | I | HEAD OF INVESTOR RELATIONS | NA | Control |
| ZHU, JINGCAI | I | HEAD OF INVESTOR RELATIONS | NA | Control |
| NEWVEST HOLDCO, LP | DE | PARTNER | E | Control |
| NEWVEST HOLDCO, LP | DE | PARTNER | E | Control |
| NEWVEST HOLDCO, LP | DE | PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| NEWVEST MANAGEMENT HOLDCO, LP | DE | LIMITED PARTNER | E | Control |
| GOPAS, ELIRAN | I | HEAD OF PRODUCT | A | Control |
| GOPAS, ELIRAN, NMN | I | HEAD OF PRODUCT | A | Control |
| GOPAS, ELIRAN, NMN | I | HEAD OF PRODUCT | A | Control |
| Gropas, Eliran | I | HEAD OF PRODUCT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| ISIKOW, MICHAEL, SOL | I | HEAD OF BUSINESS DEVELOPMENT | A | Control |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | A | Control |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | A | Control |
| PETRYCZENKO, MICHAEL, ANTHONY | I | CHIEF FINANCIAL OFFICER | A | Control |
| ZHU, JINGCAI | I | HEAD OF INVESTOR RELATIONS | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NEWVEST UGP, LLC | DE | NEWVEST HOLDCO, LP | F | Control |
| NEWVEST UGP, LLC | DE | NEWVEST FOUNDERS, LP | F | Control |
| NEWVEST UGP, LLC | DE | NEWVEST HOLDCO, LP | F | Control |
| NEWVEST UGP, LLC | DE | NEWVEST FOUNDERS, LP | F | Control |
| NEWVEST UGP, LLC | DE | NEWVEST HOLDCO, LP | F | Control |
| NEWVEST UGP, LLC | DE | NEWVEST FOUNDERS, LP | F | Control |
| NEWVEST FOUNDERS, LP | DE | NEWVEST HOLDCO, LP | E | Control |
| NEWVEST FOUNDERS, LP | DE | NEWVEST HOLDCO, LP | E | Control |
| NEWVEST FOUNDERS, LP | DE | NEWVEST HOLDCO, LP | E | Control |
| NEWVEST MANAGEMENT FOUNDERS, LP | DE | NEWVEST MANAGEMENT HOLDCO, LP | E | Control |
| NEWVEST MANAGEMENT FOUNDERS, LP | DE | NEWVEST MANAGEMENT HOLDCO, LP | E | Control |
| NEWVEST MANAGEMENT FOUNDERS, LP | DE | NEWVEST MANAGEMENT HOLDCO, LP | E | Control |
| NEWVEST MANAGEMENT FOUNDERS, LP | DE | NEWVEST MANAGEMENT HOLDCO, LP | E | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST FOUNDERS, LP | E | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST FOUNDERS, LP | E | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST FOUNDERS, LP | E | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST MANAGEMENT FOUNDERS, LP | C | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST MANAGEMENT FOUNDERS, LP | C | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST MANAGEMENT FOUNDERS, LP | C | Control |
| Talmor-Gera, Edward, Matthew | I | NEWVEST MANAGEMENT FOUNDERS, LP | C | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (1)
NY
Address
Phone: 646-300-4305