New Century Partners

RIASEC RegisteredEst. 1989
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$373M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
110350
Registered since
May 4, 1989
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

FINTRX

Overview

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

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: Public Funds/Mutual Funds 70%, Other 25%, Cash & Cash Equivalents 5%70%
  • Public Funds/Mutual Funds70%
  • Other25%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Jon Brouard

    Jon Brouard

    Investment OfficerCRD 7320056

Wealth teams

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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