Newmile Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 333726
- Registered since
- January 10, 2025
- Custodians
- U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED, SEI GLOBAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles71.61%
- State / Municipal Government28.39%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Newmile Capital LLC is an institutional-focused investment adviser that manages pooled investment vehicles and provides portfolio management for businesses and institutions. The firm reports an equity-first preference and identifies as an active ESG investor, indicating ESG factors are incorporated into its investment process. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, which aligns with a manager that runs both ongoing vehicles and performance-linked strategies. Newmile’s mandate appears centered on managing non-discretionary client capital and advising on pooled structures rather than serving a broad retail base. The firm’s structure and custodial relationships point to a manager that allocates through funds and privately negotiated equity positions more than through public, exchange-traded instruments.
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
- Non-Exchange Traded Equities100%
Owners & executives
1 of 1Eric Bail
Managing Member And Chief Compliance OfficerCRD 5966337
Contacts
2 of 2Alain Toto
Managing MemberCRD 4995055
John Nelligan
Managing MemberCRD 2133506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Enright, Mollin, Cascio & Ramusevic, Inc.
RIAElmhurst, NY
Private Portfolios, Inc.
RIASan Mateo, CA
Trademark Financial Management, LLC
RIAMinneapolis, MN
Nextgen Growth Partners, LLC
RIAChicago, IL
Copperplate Capital LLC
RIAMenlo Park, CA
Nuclo Wealth
RIAHouston, TX