New Capital Management, LP
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 131658
- Registered since
- July 9, 2004
- Website
- www.newcapitalmgmt.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.97%
- Individuals3.67%
- Charitable Organizations1.02%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
New Capital Management, LP is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2004. The firm acts as a capital allocator, advising both individual/family clients and institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection, and client education through publications and workshops. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm notes an ESG investing stance in its activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities72%
- Non-Exchange Traded Equities22%
- Cash & Cash Equivalents3%
- Other3%
Contacts
1 of 1
Leonard Golub
FounderCRD 4815395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$348M in ETFs
19%
$65.4M
76%
$282M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $114M | 2,570,196 | 32.78% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 3355 W Alabama St
- Time zone
- CT (UTC-6)
- Office locations
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