Overview
Assets Under Management: $143 million
Headquarters: SOUTH PASADENA, CA
High-Net-Worth Clients: 77
Average Client Assets: $1 million
Frequently Asked Questions
NEWBURY CAPITAL MANAGEMENT, LLC 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 #148516), NEWBURY CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NEWBURY CAPITAL MANAGEMENT, LLC is headquartered in SOUTH PASADENA, CA.
NEWBURY CAPITAL MANAGEMENT, LLC serves 77 high-net-worth clients according to their SEC filing dated April 10, 2024. View client details ↓
According to their SEC Form ADV, NEWBURY CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NEWBURY CAPITAL MANAGEMENT, LLC manages $143 million in client assets according to their SEC filing dated April 10, 2024.
According to their SEC Form ADV, NEWBURY CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.41
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 438
Discretionary Accounts: 253
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 148516
Last Filing Date: 2024-04-10 00:00:00
Website: https://newburyllc.com