Newvest Management, Lp
- Regulatory AUM
- $438M
- Discretionary
- $438M
- Clients
- 9
- Avg AUM / client
- $48.7M
- Accounts
- 9
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $438M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $250M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Newvest Pe50 2023 Aggregator, Lp master | Private Equity Fund | Cayman Islands | $140M | 94 |
| Newvest Pd50 2023 Aggregator, Lp master | Private Equity Fund | Cayman Islands | $110M | 39 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Talmor Gera, Edward, Matthew | Chief Executive Officer | Aug 2020 (6y) | ≈ 14.06% – 50% via Newvest Management Founders, Lp | |
| Gopas, Eliran, Nmn | Head Of Product | Oct 2020 (6y) | 5% – 10% | |
| Blum, Joseph, Nmn | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Isikow, Michael, Sol | Head Of Business Development | Apr 2021 (5y) | 5% – 10% | |
| Petryczenko, Michael, Anthony | Chief Financial Officer | Apr 2021 (5y) | Less than 5% | |
| Janssen, John, J | Cto And Deputy Cfo | Jul 2021 (5y) | Less than 5% | |
| Gilfillian, Sherryl, Alethea | Head Of Investor Services, Dcco | May 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Newvest Management Holdco, Lp | Limited Partner | Sep 2021 | A | 75% or more |
| Newvest Management Founders, Lp | Partner | Sep 2021 | B | ≈ 56.25% – 100% via Newvest Management Holdco, Lp |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Talmor Gera, Edward, Matthew: 25% – 50% of Newvest Management Founders, Lp × 75% – 100% of Newvest Management Holdco, Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Newvest Management Founders, Lp: 75% – 100% of Newvest Management Holdco, Lp × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (2, $250M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Newvest Pe50 2023 Aggregator, Lp | Private Equity Fund | $140M | $1.0M | 94 |
| Newvest Pd50 2023 Aggregator, Lp | Private Equity Fund | $110M | $1.0M | 39 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.07 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗