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 registered investment adviser that provides portfolio management specifically for businesses and other institutional clients. Founded before 1989 (SEC registration year 1989), the firm operates as a corporation owned by an individual and serves a purely institutional client base rather than retail households. Its advisory engagement model uses a combination of percentage-of-assets-under-management fees and hourly charges. The firm does not present itself as a multi-state adviser or a pension consultant and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
- 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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