Nevastar Finance provides portfolio management for individuals and small businesses and portfolio management for institutions.
Nevastar Finance reports 120 clients. They include 101 high-net-worth individuals and 19 insurance companies. Of its assets, 61.7% ($1.04B across 99 accounts) are managed with discretion; $645M across 21 accounts are not. Of its clients, 97% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 84% | 90% |
| Insurance companies | 16% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 101 | $1.52B | 90.0% | $15M |
| Insurance companies | 19 | $169M | 10.0% | $8.9M |
| Total | 120 | $1.68B | 100% | $14M |
- Clients
- 101
- Regulatory AUM
- $1.52B
- AUM share
- 90.0%
- Avg. per client
- $15M
- Clients
- 19
- Regulatory AUM
- $169M
- AUM share
- 10.0%
- Avg. per client
- $8.9M
Total
- Clients
- 120
- Regulatory AUM
- $1.68B
- AUM share
- 100%
- Avg. per client
- $14M
- Clients outside the U.S.
- 97%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Nevastar Finance is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Rcube2 owns 75% or more of Nevastar Finance and is in turn owned by Stanislas Rotman (25–50%), Olivier Rouget (25–50%) and Ignace Rotman (25–50%). The leadership team of Nevastar Finance includes Chief Compliance Officer Olivier Rouget. It has 27 employees, 13 of them in advisory roles.
Leadership
- Olivier RougetFounding Partner / Chief Compliance Officer
- Jason MaraisDirector
Staff
- 27 employees
- 13 in advisory functions
- Owns 75% or more of Nevastar Finance LTD
Rcube2
Control person · since December 2017
- Owns 25% to 50% of Rcube2
Stanislas Rotman
Control person · since September 2003
- Owns 25% to 50% of Rcube2
Olivier Rouget
Control person · since September 2003
- Owns 25% to 50% of Rcube2
Ignace Rotman
Control person · since September 2003
Nevastar Finance’s regulatory assets grew 1.7× from $993M (April 2021) to $1.68B (May 2026); clients rose from 109 to 120 and employees from 17 to 27.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.68B | 120 | 27 | 1 |
| April 2025 | $1.41B | 108 | 27 | 1 |
| March 2024 | $1.23B | 144 | 26 | 1 |
| February 2023 | $1.15B | 160 | 26 | 2 |
| March 2022 | $1.64B | 138 | 22 | 2 |
| April 2021 | $993M | 109 | 17 | 2 |
Besides its headquarters, Nevastar Finance has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Nevastar Finance LTD
- Headquarters
- 6 Duke Street St James'S, London, United Kingdom SW1Y 6BN
- Website
- nevastar.com
- Phone
- 02072903210
- @nevastar-finance
- SEC file
- 801-111870
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- December
Nevastar Finance uses Lombard Odier ($354M, 29%), UBS Ag ($333M, 28%) and Rothschild & Co Bank Ag ($331M, 27%), among others, as custodians for its separately managed accounts. Nevastar Finance does not have custody of client assets.
- UBS AgUBS Ag · Zurich · $333M28%
- Lombard OdierLombard Odier · Geneva · $354M29%
- Rothschild & Co Bank AgRothschild & Co Bank Ag · Zurich · $331M27%
- Banque Pictet & Cie SaBanque Pictet & Cie Sa · Geneva · $188M16%
At year end, Nevastar Finance’s separately managed accounts were largely in funds (34%) and stocks (33%).
What the accounts hold
- Stocks33%
- Exchange-traded equities23%
- Non-exchange-traded equities10%
- Funds34%
- Pooled vehicles28%
- Registered funds6%
- Bonds23%
- Cash2%
- Other8%
- Fund of hedge funds (for non-us clients) fund of private equity (for non-us clients)8%
How many clients does Nevastar Finance have?
Nevastar Finance has 120 clients and manages $1.68 billion for them, as of May 2026. They include 101 high-net-worth individuals and 19 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Nevastar Finance offer?
Nevastar Finance provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Nevastar Finance use?
Nevastar Finance’s separately managed account assets are held at Lombard Odier (Geneva), with $354M, UBS Ag (Zurich), with $333M, Rothschild & Co Bank Ag (Zurich), with $331M and Banque Pictet & Cie Sa (Geneva), with $188M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Nevastar Finance have?
Nevastar Finance has 0 investment adviser representatives registered with state securities authorities, out of 27 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nevastar Finance invest in?
At the end of its last fiscal year, Nevastar Finance’s separately managed accounts held 28% pooled vehicles (private funds and similar), 23% exchange-traded equities, 23% investment grade corporate bonds, 10% non-exchange-traded equities, 8% other, 6% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. The 8% other category is described as: Fund of Hedge Funds (for Non-US Clients) Fund of Private Equity (for Non-US Clients).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nevastar Finance?
Nevastar Finance is owned through a holding company by Stanislas and Ignace Rotman and Olivier Rouget. Its direct owner is Rcube2 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Nevastar Finance get paid?
Nevastar Finance is paid through a percentage of assets under management 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
How do I contact Nevastar Finance?
Nevastar Finance’s main office is at 6 Duke Street St James'S, London, United Kingdom SW1Y 6BN. Its phone number is 02072903210. Its website is nevastar.com.