Fee-OnlyFinder

New Vernon Capital

Flat / fixed fees in Morristown, NJ

SEC registeredNo commissions reported

Call (201) 793-0570Send a messageMap ↗

Public-record details

Address
62 Elm Street, Morristown, NJ 07960
Phone
(201) 793-0570
Listed under
Flat / fixed fees, % of assets managed
Legal name
New Vernon Advisers LP
CRD number
160231
Registration
SEC registered since 2012-03-30
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$902.1 million
Accounts managed
47
Clients reported (Form ADV 5.D)
44
Individual / high-net-worth clients
0 / 32
Employees
14
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-05-05

SEC registered investment adviser, CRD 160231, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Morristown

Beacon Trust163 Madison Avenue · Morristown, NJ 07960 · (973) 377-8090 · Financial planningCRD 226547 · % of assets, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedBlackhill Capital, INC161 Madison Avenue · Morristown, NJ 07960 · (973) 984-7014 · % of assets managedCRD 105208 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedKiely Capital Management, INC.51 Dumont Place · Morristown, NJ 07960 · (973) 455-1894 · Financial planningCRD 121480 · % of assets, Hourly charges, Fixed fees · $58.1 million AUMState registeredNo commissions reportedLavish Financial Planning1 High Street Court · Morristown, NJ 07960 · (201) 535-4499 · Financial planningCRD 167592 · % of assets, Hourly charges, Fixed fees · $35.5 million AUMState registeredNo commissions reportedMcRae Capital Management INC.230 Madison Avenue · Morristown, NJ 07960 · (973) 387-1080 · Financial planningCRD 104567 · % of assets, Fixed fees · $795.0 million AUMSEC registeredNo commissions reportedO'Dowd Asset Management LLC31 Washington St. · Morristown, NJ 07960 · (973) 214-3987 · Financial planningCRD 307641 · % of assets, Fixed fees · $43.1 million AUMState registeredNo commissions reportedPegasus Asset Management INC44 Whippany Road, Suite 101 · Morristown, NJ 07960 · (845) 369-9422 · % of assets managedCRD 104766 · % of assets · $553.6 million AUMSEC registeredNo commissions reportedPegasus Group, LLC44 Whippany Road, Suite 101 · Morristown, NJ 07960 · (845) 369-9422 · % of assets managedCRD 113499 · % of assets · $91.3 million AUMSEC registeredNo commissions reported

All 12 in Morristown →