Newgrange Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 168484
- Custodians
- KEY BANK, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Newgrange Asset Management LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses. It charges clients on a percentage-of-AUM fee basis and does not describe itself as a capital allocator or active ESG investor. The ownership is individual rather than institutional, and the adviser is not set up as a multi-state or pension consultant operation.
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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