Miravast Asset Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $807M
- Clients
- 4
- Avg AUM / client
- $341M
- Accounts
- 9
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $807M | 59.1% |
| Insurance companies | Fewer than 5 clients | $558M | 40.9% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $461M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Miravast Ils Credit Opportunities Lp | Private Equity Fund | Cayman Islands | $262M | 16 |
| Miravast Ils Credit Opportunities Ii | Private Equity Fund | Cayman Islands | $148M | 7 |
| Miravast Ils Select Opportunities Lp | Private Equity Fund | Delaware | $51.7M | 4 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beckelman, David, Ralph | Ceo | May 2016 (10y) | 25% – 50% | |
| Cherkas, David, Leonard | Executive Vice President | May 2016 (10y) | Less than 5% | |
| Zinn, Kenneth, Nelson | Evp, Chief Medical Officer | May 2016 (10y) | Less than 5% | |
| Taylor, William, Juan | Founder | Sep 2019 (7y) | Less than 5% | |
| Colucci, Michael | Managing Director Finance And Reporting | Jul 2020 (6y) | Less than 5% | |
| Niccoll, Paige, Diane | Managing Director Operations | Jul 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Miravast Llc | Owner | Mar 2012 | A | 75% or more |
| Penn Mutual Asset Management, Llc | Member | Mar 2020 | A | 10% – 25% |
| O'leary, Edward Michael | Cco | Aug 2015 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $461M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Miravast Ils Credit Opportunities Lp | Private Equity Fund | $262M | $5.0M | 16 |
| Miravast Ils Credit Opportunities Ii | Private Equity Fund | $148M | $5.0M | 7 |
| Miravast Ils Select Opportunities Lp | Private Equity Fund | $51.7M | $5.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Computershare $386M (28% of AUM) Mar 2026
- Wells Fargo $235M (55% of AUM) Jan 2019
- U.S. Bank $66.0M (26% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗