New Century Partners
Firm details
- Headquarters
- ,
- CRD number
- 110350
- Registered since
- May 4, 1989
- Website
- newcenturycap.com
- Custodians
- COMERICA SECURITIES,INC., MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans96.06%
- Other3.94%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
New Century Partners is an institutional-focused advisory firm that provides portfolio management primarily for businesses and other institutions. The firm operates as a corporation and has been SEC-registered since 1989. Its fee model combines a percentage-of-assets structure with hourly charges, and it manages only discretionary mandates. New Century Partners does not position itself as an ESG investor and is not registered as a multi-state adviser; its owner type is listed as individual. Investment activity centers on public funds and pooled vehicles as the primary allocation vehicle, with a notable portion of capital directed to third-party alternative fund managers that specialize in private equity and venture capital. Client relationships are concentrated and large by size, reflecting a small number of institutional mandates rather than a retail client base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds70%
- Other25%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jon Brouard
Investment OfficerCRD 7320056
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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