Newday
Firm details
- Headquarters
- Southbury, Connecticut
- CRD number
- 174758
- Registered since
- January 2, 2018
- Website
- newdayimpact.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Newday is a small, corporate-structured investment adviser that focuses on discretionary portfolio management for individuals and small businesses and on selecting third-party advisers. The firm operates as a capital allocator and charges fees as a percentage of assets under management. It reports a clear preference for publicly traded equities as the primary vehicle for client exposure and does not list active ESG investing among its approaches. Newday also engages third-party managers for alternative exposure rather than operating proprietary private-investment platforms.
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
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Douglas Heske
Chief Executive OfficerCRD 1458182
Contacts
1 of 1
Brian Fairhurst
Director of Business DevelopmentCRD 4208169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southbury, CT
New Haven
Location
Southbury, CT
Headquartered in Southbury, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 9 Union Sq
- Time zone
- ET (UTC-5)
- Office locations
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