This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Banque Pictet ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Alpha radialBridge foundation +more
- Established Date
- 09-01-2003
- Office Locations
- 1
Office Locations
About Nevastar Finance LTD
Nevastar Finance is a wealth manager and asset manager delivering bespoke portfolios focused on capital preservation and long-term growth. It advises families and institutions on asset allocation, investment governance, succession and philanthropy, and runs customised mandates across public and private markets, including UCITS/AIF access plus private equity, real estate and private debt. It works with a 21-custodian global network to provide flexibility and minimal paperwork.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Services
Technology
Owner & Executives
JASON CHARLES MARAIS
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
OLIVIER ROUGET
Chief Compliance Officer, FOUNDING PARTNER, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,039,377,641 | $10,498,764 |
| Non-Discretionary | $645,208,082 | $30,724,194 |
| Total | $1,684,585,723 | $14,038,214 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,684,585,723
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $570,327,826 | 7.8% |
| Corporate - Investment Grade | $1,374,636,300 | 18.8% |
| Equity - Exchange | $1,411,195,776 | 19.3% |
| Equity - OTC | $1,045,601,015 | 14.3% |
| Other | $760,437,102 | 10.4% |
| Public Funds | $1,111,408,072 | 15.2% |
| Cash | $1,038,289,120 | 14.2% |
| Total | $7,311,895,211 | 100.0% |