9AT: NEVASTAR FINANCE LTD

NEVASTAR FINANCE LTD

NEVASTAR FINANCE LTD

Adviser Profile

As of Date	05/12/2026
Registration	SEC, Approved, 11/24/2017
Other registrations (1)	SEC, ERA - Withdrawn, 09/18/2017
ADV Location	LONDON, United Kingdom
Contact Info	020 xxxxxxx
Websites

AUM^*	1,684,585,723 37%
of that, discretionary	1,039,377,641 27%
Number of Employees	27 4%
of those in investment advisory functions	13 -7%
Private Fund GAV^*	0
Avg Account Size	14,038,214 64%
% High Net Worth	84.17% -7%
SMA’s	Yes
Private Funds	0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 987M 823M 658M 494M 329M 165M

2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Nevastar Finance Ltd. (“Nevastar” or the “firm”) is an investment management company based in London, United Kingdom. The firm was founded in September 2003 by Olivier Rouget, Stanislas Rotman and Ignace Rotman. Stanislas Rotman is the firm’s Chief Executive Officer and Chief Compliance Officer. Nevastar is owned by Rcube2 S.à.r.l., which is in turn majority-owned by the three founding partners.
Nevastar provides discretionary and non-discretionary investment advisory services primarily to high net worth individuals, trusts, charities, pensions and corporate entities (each a “client” and collectively the “clients”). Nevastar’s primary long-term objective is to preserve and grow a client’s wealth by delivering attractive,

inflation-adjusted returns across an economic cycle. Client portfolios may include investments in equities, fixed income, long-only funds, hedge funds, currency forwards, cash in multiple currencies, REITs, commodities, and options. Nevastar will customize a client’s portfolio to meet the client’s requirements pursuant to the client’s investment management agreement. The firm is also authorized and regulated by the UK Financial Conduct Authority, in addition to the SEC.
Regulatory Assets Under Management As of December 31, 2023, Nevastar regulatory assets under management (“RAUM”) was $1,234,079,034, of which $821,407,963 was for discretionary accounts and $412,671,071 was for non-discretionary accounts.