New Albany Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144982
- Registered since
- September 5, 2007
- Website
- newalbanycapital.com
- 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
FINTRXOverview
New Albany Capital Partners, LLC is an independent, individual-owned RIA that provides portfolio management and pension consulting primarily for individuals, families and small businesses, as well as for business or institutional clients. The firm charges both percentage-of-AUM and fixed fees. Its disclosures indicate a conservative investment posture with an emphasis on fixed-income instruments; the firm does not identify itself as a capital allocator and does not report active ESG investing.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds54%
- Exchange Traded Equities37%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
John Lewis
Managing DirectorCRD 2238161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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