Newfoundland Capital Management US, LLC

RIASEC RegisteredEst. 2014
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$14.8M
Accounts
7
Employees
9
Advisory reps
3

Firm details

Headquarters
,
CRD number
168646
Registered since
April 15, 2014
Fee structure
Commissions
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newfoundland Capital Management US, LLC is a limited liability company operating as a hedge fund manager and sponsor of pooled investment vehicles. SEC registration dates to 2014 and the firm targets institutional clients, serving primarily as a sponsor, general partner and managing member for its pooled funds while also performing portfolio management for those vehicles. Its regulatory footprint includes commodity pool operator/commodity trading advisor (CPO/CTA) activity. The firm does not identify itself as an active ESG investor and reports a commission-based fee structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Andre Kherlakian

    Andre Kherlakian

    CCO and CROCRD 6252729

  • Jose Ricardo Canhisares

    Jose Ricardo Canhisares

    COOCRD 7241522

Contacts

1 of 1
  • Jonathan Rosenthal

    Jonathan Rosenthal

    Co-FounderCRD 4560872

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