Newfound Research LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$139M

Accounts

8

Employees

5

Advisory reps

2

Firm details

Headquarters: St Petersburg, Florida
CRD number: 159064
Registered since: February 10, 2012
Website: www.thinknewfound.com
Fee structure: Percentage of AUM, Other
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Newfound Research LLC is an institutional registered investment adviser organized as an LLC and first registered with the SEC in 2012. The firm serves an institutional client base and provides portfolio management services for investment companies. Its fee arrangements include a percentage-of-AUM component plus other fee structures. Newfound is not set up as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Corey Hoffstein
CIO & CEOCRD 6014681
Jill Grenda
Chief Compliance OfficerCRD 4442470

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$44.8M in ETFs

Passive

94%

$42.1M

Active

6%

$2.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)	BlackRock	Passive	Short Government	$6.1M	75,249	13.63%

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Primary office

St Petersburg, FL

Pinellas

Location

St Petersburg, FL

Headquartered in St Petersburg, FL, in the South of the United States.

Region: South
County: Pinellas
Address: 200 Central Ave
Time zone: ET (UTC-5)
Office locations

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