NewVest Management provides investment management services to privately offered investment funds. NewVest identifies and evaluates investment opportunities, negotiates terms, manages investments, and seeks dispositions for investments and securities received from underlying funds. NewVest's services are detailed in the Funds' governing documents.
Assets Under Management$450M
Clients9
AdvisorsN/A
Avg. per Client$49M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
NewVest does not directly manage investments for individual investors. NewVest manages investment funds privately offered to qualified investors. NewVest receives a management fee and/or a profit share in connection with the provision of advisory services to its clients.
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