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Building 2NEW CAPITAL PARTNERS

Map pinBIRMINGHAM, AL
Phone205-939-8400
NotebookSEC #801-73399
Total AUM
$232.6M
Employees
8
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 HIGHLAND AVENUE SOUTH
SUITE 700
BIRMINGHAM
AL 35205
United States
Operating Hours
8-5
Monday - Friday
Phone
205-939-8400

ReceiptFinancials

Total AUM
$232.6M
Accounts
5
Discretionary
$232.6M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$232.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
OPERATING, SALES AND DATA ANALYSIS MGMT FEES FROM PORTFOLIO COMP

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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