New Albany Capital Partners, LLC

RIAState Registered
Total AUM
$88.3M
Discretionary
$88.3M
100% of AUM
Avg account
$4.6M
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
144982
Registered since
September 5, 2007
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Charitable Organizations58.67%
  • HNWI32.96%
  • Individuals8.37%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

New Albany Capital Partners, LLC is an independent, individual-owned RIA that provides portfolio management and pension consulting primarily for individuals, families and small businesses, as well as for business or institutional clients. The firm charges both percentage-of-AUM and fixed fees. Its disclosures indicate a conservative investment posture with an emphasis on fixed-income instruments; the firm does not identify itself as a capital allocator and does not report active ESG investing.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 54%, Exchange Traded Equities 37%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 1%54%
  • US Government Bonds54%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • John Lewis

    John Lewis

    Managing DirectorCRD 2238161

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth