Newvest Management, LP
SEC RegisteredPioneering Investable Index Funds For Private Markets
About the firm
NewVest is an SEC-registered, New York-headquartered investment adviser that pioneers investable index funds for private markets. The firm targets commitments to the largest private funds raising capital each year, constructing capital-weighted portfolios as a limited partner in underlying private funds across asset classes such as private equity, private debt, infrastructure, and real estate.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
NewVest offers closed-end, annual vintage index funds across private market asset classes including private equity, private debt, infrastructure, real estate, and niche sub-asset classes. The firm provides a rules-based, passive investment approach with flexible fee structures including a no management fee carry-only option, liquidity solutions, and partnerships with leading financial institutions to improve accessibility and investor services.
Who they serve
Institutional investors and allocators seeking diversified access to private market funds, including wealth managers, registered investment advisors, and institutional allocators.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 9 | $438M |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Newvest Management, LP 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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