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Building 2NEWBURY CAPITAL MANAGEMENT, LLC

Map pinSOUTH PASADENA, CA
Phone626-796-8898
NotebookSEC #801-110353
Total AUM
$154.1M
Employees
5
Clients
437

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 FREMONT AVE.
SUITE 101
SOUTH PASADENA
CA 91030
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
626-796-8898

ReceiptFinancials

Total AUM
$154.1M
Accounts
437
Discretionary
$143.2M
Accounts
242
Non-Discretionary
$11M
Accounts
195

ContactClients

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Individual Clients
343
AUM
$23.1M
HNW Individual Clients
87
AUM
$122M
Pension/Profit Sharing Plan Clients
3
AUM
$6.2M
Charitable Organization Clients
4
AUM
$2.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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