NEWFOUND RESEARCH LLC

Overview

Newfound Research LLC is an institutional-focused advisory firm that runs portfolio-management strategies primarily for investment companies. Registered with the SEC in 2012 as a limited liability company, Newfound positions itself as a manager that implements liquid, ETF-centric allocations alongside select active stock exposures. Its filings show an emphasis on short-duration fixed income exposure as a liquidity and risk-management tool, and the firm appears to deploy strategies suitable for institutional mandates rather than retail households. Fee arrangements include a percentage-of-assets model and other fee structures consistent with managing pooled investment vehicles. The firm is not identified as an active ESG investor in its filings. Its regulatory disclosures describe advisory activity concentrated on portfolio management for investment companies, indicating Newfound typically operates as sub-advisor or fund manager rather than a broad-based wealth manager.

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Public Holdings

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Location & Offices