NEW CAPITAL PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$233M
Discretionary
$233M
100% of AUM
Avg account
$46.5M
Accounts
5
Employees
8
Advisory reps
3

Firm details

Headquarters
Birmingham, Alabama
CRD number
160075
Registered since
February 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Capital Partners is a corporation that operates as a private equity fund sponsor and manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member for its funds, combining fiduciary portfolio management responsibilities with active fund management. Its advisory permission centers on portfolio management for pooled vehicles rather than individual retail advisory relationships, and its fee model includes a percentage-of-AUM component along with performance-based compensation. Investment activity is concentrated in private-market strategies. New Capital Partners allocates capital to third-party private equity and venture capital managers and also structures and runs its own pooled funds. The firm does not identify as an active ESG investor and its regulatory profile reflects a single-state footprint for its advisory activities. New Capital Partners has been SEC-registered since 2012.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • William Beall

    Chief Compliance OfficerCRD 8246126

Contacts

2 of 2
  • JAMES OUTLAND

    Managing PartnerCRD 6018056

  • JAMES LITTLE

    Managing PartnerCRD 6018058

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Birmingham, AL

JEFFERSON

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
2101 Highland Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth