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AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Miravast Asset Management, LLC

Miravast Asset Management, LLC

Newtown, PASEC-registered investment adviserCRD 168582

Filed as MIRAVAST ASSET MANAGEMENT, LLC

Miravast Asset Management, LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

12 years
registered since 2014
$1,364,394,378
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Miravast Asset Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Miravast Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Miravast Asset Management, LLC located?

Miravast Asset Management, LLC's principal office is in Newtown, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Miravast Asset Management, LLC registered with the SEC or a state?

Miravast Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168582.

How much does Miravast Asset Management, LLC manage?

Miravast Asset Management, LLC reports $1,364,394,378 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (59% discretionary).

How have Miravast Asset Management, LLC's assets and staff changed since 2021?

In the Form ADV data for Miravast Asset Management, LLC: Regulatory assets under management: $705,164,862 in the October 2021 data and $1,364,394,378 in the October 2026 data, up 93%. Total employees: 15 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Miravast Asset Management, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

Which custodians does Miravast Asset Management, LLC use?

Miravast Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Computershare as a custodian holding 10% or more of its separately managed account assets.

Does Miravast Asset Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168582

What changed in Miravast Asset Management, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $1,142,833,784 to $1,364,394,378 (+19%). Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,364,394,378

$1,364,394,378 as of October 2026, filing dated March 25, 2026.

Discretionary: $806,781,997.Non-discretionary: $557,612,381.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets Not reported
High net worth individuals
Clients 0 Assets Not reported
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 4 Assets $806,781,997 (59%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients Fewer than 5 Assets $557,612,381 (41%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported
Other
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2014 (12 years)
Employees
Total: 21. Performing investment advisory functions: 15.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Computershare

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
New City, NY
States registered or notice-filed
2 states or jurisdictions
NYPA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$705M 2021 $822M 2022 $1.13B 2023 $1.17B 2024 $1.14B 2025 $1.36B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,364,394,37821March 25, 2026
October 2025$1,142,833,78419March 24, 2025
October 2024$1,173,288,39519September 4, 2024
October 2023$1,133,597,87417March 27, 2023
October 2022$821,720,70818March 29, 2022
October 2021$705,164,86215July 9, 2021

Regulatory assets under management: $705,164,862 in the October 2021 data and $1,364,394,378 in the October 2026 data, up 93%.

Total employees: 15 in October 2021 and 21 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $1,142,833,784 to $1,364,394,378 (+19%).
    • Updated its list of owners and control persons (Schedule A).
  2. December 2025
    • Employees performing advisory functions went from 14 to 15.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Miravast Asset Management, LLC (CRD 168582): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/miravast-asset-management-llc-newtown-pa-168582