New Observer Capital Management, LLC
RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$11M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 117535
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
New Observer Capital Management, LLC operates as a limited liability company and is classified as a hedge fund. The firm focuses on portfolio management for pooled investment vehicles, catering primarily to institutional clients. It utilizes a fee structure that includes a percentage of assets under management and performance-based fees. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
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
Contacts
1 of 1Stephen Wiesenfeld
Managing MemberCRD 4478472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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