NEW VERNON WEALTH MANAGEMENT LLC

Overview

New Vernon Wealth Management LLC is a fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company and has been SEC-registered since 2013. Its client base is primarily individual and family clients, and it charges advisory fees as a percentage of assets under management. New Vernon signals a clear preference for equity-centric strategies, favoring exchange-traded instruments rather than ESG-focused mandates—Active ESG Investor is listed as No. The firm maintains a set of industry relationships that extend beyond basic advisory work: filings indicate affiliations with broker-dealers, other investment advisers, commodity pool operators or commodity trading advisors, and roles as sponsor, general partner, or managing member of pooled investment vehicles. While New Vernon does not present itself as a third-party capital allocator, those affiliations imply the firm can sponsor or operate pooled structures in addition to managing client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices