MIRAVAST ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.4B
Discretionary
$807M
59% of AUM
Avg account
$152M
Accounts
9
Employees
21
Advisory reps
5

Firm details

Headquarters
NEWTOWN, Pennsylvania
CRD number
168582
Registered since
January 8, 2014
Custodians
COMPUTERSHARE TRUST COMPANY, N.A.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles59.13%
  • Insurance Companies40.87%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Miravast Asset Management, LLC is an SEC-registered investment adviser formed as an LLC in 2014 that operates primarily as a private equity manager and sponsor/GP of pooled investment vehicles. The firm serves institutional clients and provides portfolio management for pooled vehicles and for businesses or institutions. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based compensation. Miravast does not identify as an active ESG investor and positions itself around private fund management rather than acting as a broad capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 97%, Cash & Cash Equivalents 3%97%
  • Other97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • David Beckelman

    Chief Executive OfficerCRD 6647004

Contacts

3 of 4
  • Paige Niccoll

    Managing Director, OperationsCRD 7275961

  • Michael Colucci

    Managing DirectorCRD 7275960

  • KENNETH ZINN

    Executive Vice PresidentCRD 1607420

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

NEWTOWN, PA

BUCKS

Location

NEWTOWN, PA

Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BUCKS
Address
405 S State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth