Newstead Capital Management

Overview

Newstead Capital Management is an LLC that provides portfolio management for individuals and small businesses, with a client focus on individual and family investors. Ownership is held by an individual proprietor; the firm is not classified as a capital allocator and does not operate as a multi-state or related adviser. Its stated fee model combines a percentage-of-assets charge with performance-based fees. Newstead does not identify as an active ESG investor and is not positioned as a pension consultant or a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices