Overview
Assets Under Management: $902 million
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 32
Average Client Assets: $1.6 million
Frequently Asked Questions
NEW VERNON CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160231), NEW VERNON CAPITAL is subject to fiduciary duty under federal law.
NEW VERNON CAPITAL is headquartered in MORRISTOWN, NJ.
NEW VERNON CAPITAL serves 32 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, NEW VERNON CAPITAL offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
NEW VERNON CAPITAL manages $902 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, NEW VERNON CAPITAL serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.55%
Average Client Assets: $1.6 million
Total Client Accounts: 47
Discretionary Accounts: 47
Regulatory Filings
CRD Number: 160231
Filing ID: 2087787
Last Filing Date: 2026-03-30 18:14:31