NEW CENTURY ADVISORS, LLC

RIASEC RegisteredEst. 2002

Total AUM

$4.3B

Discretionary

$4.3B

100% of AUM

Avg account

$103M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CHEVY CHASE, Maryland
CRD number: 122478
Registered since: August 22, 2002
Website: newcenturyadvisors.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government49.08%
Charitable Organizations23.66%
Pension & Profit Sharing Plans14.12%
Sovereign Wealth Funds6.77%
Pooled Investment Vehicles4.95%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

New Century Advisors, LLC is a boutique advisory firm that manages portfolios for high-net-worth individuals, families and institutions with a clear tilt toward fixed-income solutions. The firm provides discretionary portfolio management across individual accounts, pooled investment vehicles and institutional mandates. Fee arrangements include a percentage-of-assets component and the potential for performance-based fees, indicating some client relationships use incentive-based structures. Investment activity is centered on bond exposure—U.S. government and corporate debt are primary building blocks—while public equity exposure is managed more tactically through ETFs and selected stock holdings. The firm is not identified as an active ESG investor. It is organized as a limited liability company, registered with the SEC since 2002, and is reported as owner-operated.