Miravast Asset Management, LLC is a large advisory firm based in Ewing. It manages $193.22 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of New Jersey and Pennsylvania.
Miravast Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Miravast Asset Management, LLC is $193.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and $193.22 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Miravast Asset Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of William Juan Taylor is pooled investment vehicles with 1 clients and $193.22 million of assets under management. Among the 14 most similar advisory firms, Miravast Asset Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $193.22 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Miravast Asset Management also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 15 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Juan Taylor has been acting as President since 1 May 2016. David Cherkas joined the executive team most recently as the Chief Marketing Officer.
The principal office where Miravast Asset Management, LLC performs its advisory services is located at 830 Bear Tavern Road, Ewing, NJ 08628, which is also the mailing address of the firm. An additional office of the firm is in Hackensack, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-883-3600 or by fax 201-604-6304. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at miravast.com/.