Nevastar Finance Ltd
- Regulatory AUM
- $1.7B
- Discretionary
- $1.0B
- Clients
- 120
- Avg AUM / client
- $14.0M
- Accounts
- 120
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 101 | $1.5B | 90.0% |
| Insurance companies | 19 | $169M | 10.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rotman, Ignace, Charles | Shareholder | Sep 2003 (23y) | ≈ 18.75% – 50% via Rcube2 | |
| Rotman, Stanislas, Jean | Ceo And Founding Partner | Sep 2003 (23y) | ≈ 18.75% – 50% via Rcube2 | |
| Rouget, Olivier | Founding Partner | Sep 2003 (23y) | ≈ 18.75% – 50% via Rcube2 |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rcube2 | Holding Company | Dec 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rotman, Ignace, Charles: 25% – 50% of Rcube2 × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rotman, Stanislas, Jean: 25% – 50% of Rcube2 × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rouget, Olivier: 25% – 50% of Rcube2 × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Companie De Banque Privee Quilvest S.A. $404M (25% of AUM) Mar 2022
- Lombard Odier $354M (21% of AUM) May 2026
- UBS $333M (20% of AUM) May 2026
- Rothschild & Co Bank Ag $331M (20% of AUM) May 2026
- Credit Suisse Ag $226M (20% of AUM) Feb 2023
- Banque Pictet & Cie Sa $188M (11% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗