Newmile Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$294M
Discretionary
$0
0% of AUM
Avg account
$29.4M
Accounts
10
Employees
5
Advisory reps
3

Firm details

Headquarters
,
CRD number
333726
Registered since
January 10, 2025
Custodians
U.S. BANK GLOBAL FUND SERVICES (CAYMAN) LIMITED, SEI GLOBAL SERVICES, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.61%
  • State / Municipal Government28.39%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Newmile Capital LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. Newmile describes itself as an active ESG investor and operates primarily on a non-discretionary basis across the assets reported.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • Eric Bail

    Managing Member And Chief Compliance OfficerCRD 5966337

Contacts

2 of 2
  • Alain Toto

    Managing MemberCRD 4995055

  • John Nelligan

    Managing MemberCRD 2133506

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth