Asset Management and Estate Planning

About Us

 

Founded in 2009, Neva Capital Management is a multigenerational family office that engages in tax and estate planning, asset allocation, and management of direct investments.   

Neva’s Principals have extensive experience in private equity, algorithmic securities trading, and real estate development.

Neva Capital Management works withspecialized third-party investment managers who offer scale and expertise to drive value creation.

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Direct Investments

Neva Capital Management’s investment team invests directly in the following strategies:

Real Estate development, including high-end residential spec homes and multifamily construction

Trust Deed Mortgages / Hard-Money lending

Public securities trading, including equities, options, and futures

Early and Growth stage private companies

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Allocator Strategy

As an Allocator, Neva partners with differentiated, proven fund managers offering investment strategies that are less correlated to the broader stock market.  The managers we choose have performed exceptionally through different investment environments and market cycles. We also seek out opportunistic dislocation strategies during periods of market distress.