NEWAGE ADVISORS LLC

Overview

Newage Advisors LLC is a small, independent registered investment adviser focused on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates under a single-owner structure. Filings show a clear preference for manager-driven public fund exposures rather than heavy direct-stock trading, while also incorporating private placement and real estate strategies where appropriate. Newage Advisors does not position itself as an ESG-focused or multi-state adviser. Investment activity centers on discretionary portfolio management for most clients, supplemented by non-discretionary engagements and fee-for-service planning. The firm’s approach appears pragmatic: use mutual funds and other pooled vehicles for core public-market allocation and deploy third-party alternative managers for private placements, direct real estate exposure or REITs to add illiquidity premium or sector-specific real estate exposure. Corporate debt is used for fixed-income exposure alongside mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices