NEW CAPITAL MANAGEMENT, LP
Total AUM
$533.5M
Employees
5Clients
130Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3355 WEST ALABAMA STREET
SUITE 275
HOUSTON
TX 77098
United States
SUITE 275
HOUSTON
TX 77098
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
713-874-1444
Financials
Total AUM
$533.5M
Accounts
777Discretionary
$520.5M
Accounts
758Non-Discretionary
$13M
Accounts
19
Clients
Individual Clients
36AUM
$19.6M
HNW Individual Clients
90AUM
$506.7M
Charitable Organization Clients
2AUM
$5.5M
Corporation or Business Clients
2AUM
$1.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
LIFE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.