{"url":"https://nivawealth.com/firms/miravast-asset-management-168582","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168582","regulatoryAum":1364394378,"crd":"168582","history":[{"filedOn":"2021-07-09","regulatoryAum":705164862,"clients":2,"employees":15,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":821720708,"clients":5,"employees":18,"offices":2},{"filedOn":"2023-03-27","regulatoryAum":1133597874,"clients":5,"employees":17,"offices":2},{"filedOn":"2024-04-22","regulatoryAum":1173288395,"clients":8,"employees":19,"offices":2},{"filedOn":"2025-03-24","regulatoryAum":1142833784,"clients":4,"employees":19,"offices":2},{"filedOn":"2026-03-25","regulatoryAum":1364394378,"clients":4,"employees":21,"offices":2}],"secFileNumber":"801-78880","legalName":"Miravast Asset Management, LLC","displayName":"Miravast Asset Management","slug":"miravast-asset-management-168582","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/168582/73396667251b7e55-r1.webp","tone":"dark","width":752,"height":200,"sourceUrl":"https://www.miravast.com/","sourceLabel":"Miravast Asset Management, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"405 South State St., 1st Floor","city":"Newtown","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18940"},"tradeNames":[],"registration":{"secApproved":"8 January 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":21,"advisory":15,"brokerDealerReps":1,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":1364394378,"discretionary":806781997,"discretionaryAccounts":6,"nonDiscretionary":557612381,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":57,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":806781997},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":557612381}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Computershare Company, NA","shortName":"Computershare Company, NA","location":"Minneapolis, MN","smaAssets":385773907}],"custodyNote":"Miravast Asset Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Cherkas","title":"Executive Vice President","crd":"5742326"},{"name":"David Beckelman","title":"CEO","crd":"6647004"},{"name":"Michael Colucci","title":"Managing Director Finance and Reporting","crd":"7275960"},{"name":"Paige Niccoll","title":"Managing Director Operations","crd":"7275961"},{"name":"Edward Michael O'Leary","title":"CCO","crd":""},{"name":"Kenneth Zinn","title":"EVP, Chief Medical Officer","crd":"1607420"}],"ownership":[{"label":"Miravast LLC","detail":"Owner in the 75% or more ownership band and a control person, since March 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"216 Congers Road Building #5","city":"New City"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"405 South State St., 1st Floor","city":"Newtown","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"267-615-6613","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":97,"detail":"Life Settlement Policies"}],"privateFunds":3},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168582/PDF/168582.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Miravast Asset Management have?","answer":"Miravast Asset Management has 4 clients and manages $1.36 billion for them, as of March 2026. They include 4 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Miravast Asset Management offer?","answer":"Miravast Asset Management provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Miravast Asset Management use?","answer":"Miravast Asset Management’s separately managed account assets are held at Computershare Company, NA (Minneapolis, MN), with $386M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Miravast Asset Management have?","answer":"Miravast Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 15 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Miravast Asset Management invest in?","answer":"At the end of its last fiscal year, Miravast Asset Management’s separately managed accounts held 97% other and 3% cash and equivalents. The 97% other category is described as: Life Settlement Policies. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Miravast Asset Management?","answer":"Miravast Asset Management’s direct owner is Miravast LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Miravast Asset Management get paid?","answer":"Miravast Asset Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Miravast Asset Management?","answer":"Miravast Asset Management’s main office is at 405 South State St., 1st Floor, Newtown, PA 18940. Its phone number is 267-615-6613.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}