New Capital Management, LP

RIASEC Registered

Total AUM

$534M

Discretionary

$521M

98% of AUM

Avg account

$687K

Accounts

777

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 131658
Registered since: July 9, 2004
Website: www.newcapitalmgmt.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.97%
Individuals3.67%
Charitable Organizations1.02%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

New Capital Management, LP is an independent registered investment adviser organized as a limited partnership that has been SEC-registered since 2004. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management for individuals and for businesses or institutions, and selection of third-party managers. Its service mix also includes publication of periodicals or newsletters and delivery of educational seminars or workshops. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. The firm identifies as an active ESG investor.