# New Vernon Capital

> New Vernon Capital is an SEC-registered investment advisory firm in Morristown, NJ, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 160231
- Filed as: NEW VERNON CAPITAL
- Legal name: New Vernon Advisers LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morristown, NJ
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160231
- AdvisorCensus page: https://advisorcensus.com/firm/new-vernon-capital-morristown-nj-160231

## Quick answers

**How is New Vernon Capital compensated?**
On its Form ADV (Item 5.E, October 2026), New Vernon Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is New Vernon Capital located?**
New Vernon Capital's principal office is in Morristown, NJ, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is New Vernon Capital registered with the SEC or a state?**
New Vernon Capital is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160231.

**How much does New Vernon Capital manage?**
New Vernon Capital reports $902,052,119 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have New Vernon Capital's assets and staff changed since 2021?**
In the Form ADV data for New Vernon Capital: Regulatory assets under management: $873,351,655 in the October 2021 data and $902,052,119 in the October 2026 data, up 3%. Total employees: 14 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Vernon Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); pooled investment vehicles (other than investment companies and business development companies) (12).

**Which custodians does New Vernon Capital use?**
New Vernon Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does New Vernon Capital 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/160231

**What changed in New Vernon Capital's recent Form ADV filings?**
In the June 2026 filing data: 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
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $902,052,119
- Discretionary: $902,052,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 32 | $50,089,658 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $850,452,547 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $422,069 |
| Charitable organizations | Fewer than 5 | $1,087,845 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Ebene

### Websites listed on Form ADV (Item 1.I)
- new-vernon.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $873,351,655 | 14 | March 31, 2021 |
| October 2022 | $956,396,195 | 13 | March 31, 2022 |
| October 2023 | $835,977,407 | 12 | March 31, 2023 |
| October 2024 | $862,327,787 | 15 | March 28, 2024 |
| October 2025 | $910,613,069 | 13 | April 4, 2025 |
| October 2026 | $902,052,119 | 14 | May 5, 2026 |

Regulatory assets under management: $873,351,655 in the October 2021 data and $902,052,119 in the October 2026 data, up 3%.
Total employees: 14 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Vernon Capital (CRD 160231): Form ADV filing data as of October 2026.