AdFi
MA

Miravast Asset Management, LLC

SEC Registered

Pioneers in Life Contingent Investing

Newtown, PAhttps://miravast.com267-615-6613
Assets Under Management
$1B–$5B
Year Founded
2012
Employees
21
Office Locations
2 offices
Total Accounts
9

About the firm

Founded in 2012, Miravast is a vertically integrated asset management company offering institutional investors the unparalleled experience of the Miravast medical underwriting team. The firm's underwriting and life insurance product experience allows it to identify opportunities others miss and avoid those that others may overvalue. Miravast team members have led the investment of more than $5.5 billion since 2001.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Life Contingent InvestingLongevity RiskMedical UnderwritingLife InsuranceAsset ManagementSeparately Managed AccountsPooled Investment FundsInstitutional Investing

Services

Miravast advises separately managed accounts and pooled investment funds, providing medical underwriting and investment management focused on longevity risk and life contingent investing.

Private funds / alternatives
Private Equity

Who they serve

Institutional investors including pensions, endowments, insurance companies, and family offices.

Client segmentClientsAssets managed
Individuals (Non-HNW)0
High Net Worth Individuals0
Investment Companies0
Pooled Investment Vehicles0
Pension/Profit Sharing Plans4$807M
Charitable Organizations0
State/Municipal Entities0
Insurance Companies0
Corporations0

Leadership

William Juan Taylor
DIRECTOR/PRESIDENT
David Ralph Beckelman
DIRECTOR/CFO/CA
Edward Michael O'leary
VP OPERATIONS / CCO
Miravast Llc
OWNER
Reid Stephen Buerger
MEMBER
Uni Capital Gp Llc
PARTNER
Uni Capital Holdings Lp
MEMBER
Uni Capital Ventures Llc
MEMBER

Office locations

2 offices in 2 states
PA
NewtownHQ
NY
New City

Regulatory & compliance

CRD number
#168582
SEC Number
801-78880
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Minimum: $5,000,000 (waivable)

Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miravast Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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