# Nevastar Finance Ltd

> Nevastar Finance Ltd is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 172523
- Filed as: NEVASTAR FINANCE LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172523
- AdvisorCensus page: https://advisorcensus.com/firm/nevastar-finance-ltd-london-172523

## Quick answers

**How is Nevastar Finance Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Nevastar Finance Ltd reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Nevastar Finance Ltd located?**
Nevastar Finance Ltd's principal office is in London, United Kingdom, according to its Form ADV.

**Is Nevastar Finance Ltd registered with the SEC or a state?**
Nevastar Finance Ltd is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 172523.

**How much does Nevastar Finance Ltd manage?**
Nevastar Finance Ltd reports $1,684,585,723 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (62% discretionary).

**How have Nevastar Finance Ltd's assets and staff changed since 2021?**
In the Form ADV data for Nevastar Finance Ltd: Regulatory assets under management: $993,299,262 in the October 2021 data and $1,684,585,723 in the October 2026 data, up 70%. Total employees: 17 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nevastar Finance Ltd serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (101); insurance companies (19).

**Which custodians does Nevastar Finance Ltd use?**
Nevastar Finance Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banque Pictet & CIE SA, Lombard Odier, Rothschild & Co Bank AG and UBS AG as custodians holding 10% or more of its separately managed account assets.

**Does Nevastar Finance Ltd 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/172523

**Does Nevastar Finance Ltd state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The firm typically requires a minimum initial investment of $3 million to establish an account but reserves the right to accept accounts below the minimum."

**What changed in Nevastar Finance Ltd's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Regulatory assets under management went from $1,411,272,265 to $1,684,585,723 (+19%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $3,000,000

> The firm typically requires a minimum initial investment of $3 million to establish an account but reserves the right to accept accounts below the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Banque Pictet & CIE SA
- Lombard Odier
- Rothschild & Co Bank AG
- UBS AG

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,684,585,723
- Discretionary: $1,039,377,641
- Non-discretionary: $645,208,082

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 101 | $1,515,499,566 |
| Insurance companies | 19 | $169,086,157 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (8 years)
- Employees: 27 total, 13 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nevastar.com](https://nevastar.com)
- LinkedIn @nevastar-finance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $993,299,262 | 17 | August 18, 2021 |
| October 2022 | $1,640,866,767 | 22 | March 30, 2022 |
| October 2023 | $1,153,225,206 | 26 | February 27, 2023 |
| October 2024 | $1,234,079,034 | 26 | March 22, 2024 |
| October 2025 | $1,411,272,265 | 27 | April 30, 2025 |
| October 2026 | $1,684,585,723 | 27 | May 12, 2026 |

Regulatory assets under management: $993,299,262 in the October 2021 data and $1,684,585,723 in the October 2026 data, up 70%.
Total employees: 17 in October 2021 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 13.
- Regulatory assets under management went from $1,411,272,265 to $1,684,585,723 (+19%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nevastar Finance Ltd (CRD 172523): Form ADV filing data as of October 2026.