Newgrange Asset Management LLC

Overview

Newgrange Asset Management LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients, along with small-business relationships. The firm offers financial planning and portfolio management on a fee‑based, percentage‑of‑AUM model and does not operate as a capital allocator or fund sponsor. Investment activity shows a clear tilt toward equities: exchange‑traded equities represent the single largest asset class on the books and the firm reports a preference for equity allocations. Advisory arrangements include both discretionary mandates and non‑discretionary relationships, with the majority of assets reported as client‑directed. The firm’s business model is compact and direct — focused on personalized portfolio management and financial planning rather than institutional products. Newgrange does not identify as an active ESG investor and is not positioned as a multi‑state adviser or pension consultant. It relies on third‑party fund managers for exposures outside of core liquid securities, including allocations to real estate through external managers and the use of mutual funds for additional diversification.

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Location & Offices