NEW ALBANY CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2007
Total AUM
$88.3M
Discretionary
$88.3M
100% of AUM
Avg account
$4.6M
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
144982
Registered since
September 5, 2007
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Charitable Organizations58.67%
  • HNWI32.96%
  • Individuals8.37%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

New Albany Capital Partners, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2007. The firm serves predominantly individual and family clients and describes its core services as portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Its reported fee arrangements combine a percentage-of-assets model with fixed fees. FINTRX flags the firm as single-state (not a multi-state adviser) and not an active ESG investor; ownership is listed as individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 56%, Exchange Traded Equities 41%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%56%
  • US Government Bonds56%
  • Exchange Traded Equities41%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • JOHN LEWIS

    Portfolio ConsultantCRD 2238161

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth