Overview
Assets Under Management: $2.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 15
Average Client Assets: $42.6 million
Frequently Asked Questions
NEW PROVIDENCE ASSET MANAGEMENT L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137727), NEW PROVIDENCE ASSET MANAGEMENT L.P. is subject to fiduciary duty under federal law.
NEW PROVIDENCE ASSET MANAGEMENT L.P. is headquartered in NEW YORK, NY.
NEW PROVIDENCE ASSET MANAGEMENT L.P. serves 15 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, NEW PROVIDENCE ASSET MANAGEMENT L.P. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NEW PROVIDENCE ASSET MANAGEMENT L.P. manages $2.7 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, NEW PROVIDENCE ASSET MANAGEMENT L.P. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.60%
Average Client Assets: $42.6 million
Total Client Accounts: 18
Discretionary Accounts: 17
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 137727
Filing ID: 1193031
Last Filing Date: 2018-03-30 17:37:00