NEWBURY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$154M

Discretionary

$143M

93% of AUM

Avg account

$353K

Accounts

437

Employees

5

Advisory reps

5

Firm details

Headquarters: SOUTH PASADENA, California
CRD number: 148516
Registered since: April 7, 2017
Website: www.newburyllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.17%
Individuals14.96%
Pension & Profit Sharing Plans4%
Charitable Organizations1.87%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Newbury Capital Management, LLC is an SEC‑registered, individually owned investment adviser that began registration in 2017. It delivers discretionary portfolio management for individuals, small businesses, and institutional clients, and lists pension consulting among its advisory activities. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional client types. Newbury does not advertise ESG investing as active in its process and is not identified as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities50%
Public Funds/Mutual Funds34%
State & Local Bonds7%
Cash & Cash Equivalents7%
Investment Grade Corp Bonds2%

Owners & executives

2 of 2

STUART SNEDDON
Chief Investment OfficerCRD 2038208
JON LAM
Chief Executive OfficerCRD 1860840

Contacts

3 of 3

EDWARD BARNETT
Vice PresidentCRD 4228017
ANTON PEREIASLAVTSEV
Vice PresidentCRD 4039701
KEITH WEINBAUM
Investment Adviser RepresentativeCRD 4293482

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

SOUTH PASADENA, CA

LOS ANGELES

Location

SOUTH PASADENA, CA

Headquartered in SOUTH PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: LOS ANGELES
Address: 812 Fremont Ave
Time zone: PT (UTC-8)
Office locations

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