Investment adviser · CRD 160231

NEW VERNON CAPITAL

Investment adviser filing (IA)

NEW VERNON ADVISERS LP

MORRISTOWN, NJ, United States · Form ADV filed May 5, 2026

Regulatory AUM
$902M
Form ADV · Item 5.F
Client accounts
47
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles12$850,452,54794.3%
High-net-worth individuals32$50,089,6585.6%
CharitiesFewer than 5$1,087,8450.1%
Retirement plansFewer than 5$422,0690.0%
Filing source

Form ADV 2103446 · May 5, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

NVH I LPHedge Fund · Last reported May 5, 2026$409MGross asset value

Feeder funds

  • NEW VERNON HOLDINGS LP
  • NEW VERNON INDIA (CAYMAN) FUND II LP
  • NEW VERNON INDIA (CAYMAN) FUND LP
  • NEW VERNON INDIA FUND LP
Fund administrator INTERTRUST GROUP GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian ABSA BANK (MAURITIUS) LIMITED EBENE, Mauritius Related to adviser: No
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Custodian CITIBANK MUMBAI, India Related to adviser: No
Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No
Custodian SBM BANK (MAURITIUS) LTD. PORT LOUIS, Mauritius Related to adviser: No
Prime broker MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ABSA BANK (MAURITIUS) LIMITED
LEI 549300X676P2CALWRI73

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
CRD 16139 · SEC 8-33359

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-9896851327
Reported beneficial owners
261
Minimum commitment
$3M

Form ADV 2103446 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW VERNON MATRIX FUND LPHedge Fund · Last reported May 5, 2026$379MGross asset value
Fund administrator INTERTRUST GROUP GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Custodian MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States Related to adviser: No
Prime broker MERRILL LYNCH PROFESSIONAL CLEARING CORP. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
SEC 8-33359

MERRILL LYNCH PROFESSIONAL CLEARING CORP.
CRD 16139 · SEC 8-33359

Fund details & source
Fund ID
805-6516886025
Reported beneficial owners
48
Minimum commitment
$200K
Form D file number
021-26620

Form ADV 2103446 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW VERNON FINANCIAL SECTOR FUND LPHedge Fund · Last reported May 5, 2026$30.4MGross asset value

Form D fundraising filings

New Vernon Financial Sector Fund LP

Fund administrator NAV FUND SERVICES (CAYMAN) LTD GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Custodian KOTAK MAHINDRA BANK LIMITED MUMBAI, India Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-6992721688
Reported beneficial owners
34
Minimum commitment
$100K
Form D file number
021-302968

Form ADV 2103446 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NEW VERNON MAURITIUS - CLASS F SHARESHedge Fund · Last reported May 5, 2026$17.2MGross asset value

Form D fundraising filings

New Vernon Mauritius

Fund administrator INTERTRUST GROUP GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Custodian KOTAK MAHINDRA (INTERNATIONAL) LTD PORT LOUIS, Mauritius Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-5587139370
Reported beneficial owners
25
Minimum commitment
$200K
Form D file number
021-259288

Form ADV 2103446 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NVH DI LPReal Estate Fund · Last reported May 5, 2026$14.8MGross asset value

Feeder funds

Fund administrator INTERTRUST GROUP GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian ABSA BANK (MAURITIUS) LIMITED EBENE, Mauritius Related to adviser: No
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Custodian CITIBANK MUMBAI, India Related to adviser: No
Custodian SBM BANK (MAURITIUS) LTD PORT LOUIS, Mauritius Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

ABSA BANK (MAURITIUS) LIMITED
LEI 549300X676P2CALWRI73

Fund details & source
Fund ID
805-3178839726
Reported beneficial owners
61
Minimum commitment
$1M
Form D file number
021-211218

Form ADV 2103446 · May 5, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 5, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

62 ELM STREET
MORRISTOWN, NJ, 07960, United States

CRD 160231

Filing source

Form ADV 2103446 · May 5, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.