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NEWVEST MANAGEMENT, LP

· CRD 316841 · IAPD ↗ · newvest.com · 646-300-4305

$438.2MRegulatory AUM
8Advisory reps
25Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — NEWVEST MANAGEMENT, LP reported RAUM up 78% ($249.5M -> $445.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — NEWVEST MANAGEMENT, LP reported RAUM up 437% ($46.5M -> $249.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.