Form D · Hedge Fund
New Vernon Financial Sector Fund LP
Morristown, NJ · CIK 0001725491
Offering snapshot reported Feb 4, 2026 · SEC filing
- Reported sold
- $25.6M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 4, 2026 | Amendment | $25,584,152 | No comparison | Not reported | SEC filing |
| Jan 30, 2025 | Amendment | $25,584,152 | $400,000vs Feb 2, 2024 | 42 | SEC filing |
| Feb 2, 2024 | Amendment | $25,184,152 | $2,090,390vs Feb 3, 2023 | 41 | SEC filing |
| Feb 3, 2023 | Amendment | $23,093,762 | $0vs Feb 7, 2022 | 41 | SEC filing |
| Feb 7, 2022 | Amendment | $23,093,762 | $1,450,000vs Feb 8, 2021 | 41 | SEC filing |
| Feb 8, 2021 | Amendment | $21,643,762 | $1,450,000vs Jan 22, 2020 | 41 | SEC filing |
| Jan 22, 2020 | Amendment | $20,193,762 | $4,418,762vs Jan 22, 2019 | 40 | SEC filing |
| Jan 22, 2019 | Amendment | $15,775,000 | $6,025,000vs Jan 11, 2018 | 32 | SEC filing |
| Jan 11, 2018 | Initial | $9,750,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-302968
Source: Form D, filed Feb 4, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
NEW VERNON FINANCIAL SECTOR FUND LP
Investment adviser: NEW VERNON ADVISERS LP
- Gross asset value
- $30.4M
- Beneficial owners
- 34
- ADV minimum commitment
- $100K
Reported in Form ADV on May 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Filing source
Form ADV 2103446 · May 5, 2026 · Schedule D 7.B.(1), fund 805-6992721688
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Bart Aronson | Executive |
| Dennis Bertron | Executive |
| Sebastian Calabro | Executive |
| Micah Lewis | Executive |
| Jorge Sanchez | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Morristown, NJ, 07960