NEW ALBANY CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144982
- Registered since
- September 5, 2007
- Website
- newalbanycapital.com
- 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
FINTRXOverview
New Albany Capital Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2007. The firm serves predominantly individual and family clients and describes its core services as portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its reported fee arrangements combine a percentage-of-assets model with fixed fees. FINTRX flags the firm as single-state (not a multi-state adviser) and not an active ESG investor; ownership is listed as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds56%
- Exchange Traded Equities41%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1JOHN LEWIS
Portfolio ConsultantCRD 2238161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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