New Century Advisors, LLC

RIASEC Registered
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$103M
Accounts
42
Employees
18
Advisory reps
5

Firm details

Headquarters
Chevy Chase, Maryland
CRD number
122478
Registered since
August 22, 2002
Website
newcenturyadvisors.com
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • State / Municipal Government49.08%
  • Charitable Organizations23.66%
  • Pension & Profit Sharing Plans14.12%
  • Sovereign Wealth Funds6.77%
  • Pooled Investment Vehicles4.95%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

New Century Advisors, LLC is a limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (initial registration year: 2002) and owned by an individual. Its client mix includes high-net-worth individuals and families as well as institutional clients. Advisory services emphasize portfolio management across client types — for individuals and small businesses, for pooled investment vehicles, and for institutional or business accounts. Fee arrangements include percentage-of-AUM rates, performance-based fees, and other bespoke fee structures. Public filings describe a clear tilt toward fixed-income investing rather than ESG-focused strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 69%, Non-Investment Grade Corp Bonds 18%, Investment Grade Corp Bonds 8%, Sovereign Bonds 2%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%69%
  • US Government Bonds69%
  • Non-Investment Grade Corp Bonds18%
  • Investment Grade Corp Bonds8%
  • Sovereign Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Thomas Hines

    Thomas Hines

    Principal And Chief Compliance OfficerCRD 5124103

  • Ellen Safir

    Ellen Safir

    Chief Investment OfficerCRD 4522698

Contacts

3 of 3
  • Laura Demarco

    Laura Demarco

    Managing DirectorCRD 1791541

  • Nils Overdahl

    Nils Overdahl

    Principal & Senior Portfolio ManagerCRD 3252838

  • Eric Patlovich

    Eric Patlovich

    Principal & Portfolio ManagerCRD 5762181

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$72.5M in ETFs

Passive

98%

$71.2M

Active

2%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)VanguardPassiveShort Term Bond$10.4M139,92014.33%
Unlock additional holdings →

Location

Primary office

Chevy Chase, MD

Montgomery

Location

Chevy Chase, MD

Headquartered in Chevy Chase, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
2 Wisconsin Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth