Newstead Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 333245
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI91.07%
- Individuals8.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Newstead Capital Management is an LLC that provides portfolio management for individuals and small businesses, with a client focus on individual and family investors. Ownership is held by an individual proprietor; the firm is not classified as a capital allocator and does not operate as a multi-state or related adviser. Its stated fee model combines a percentage-of-assets charge with performance-based fees. Newstead does not identify as an active ESG investor and is not positioned as a pension consultant or a newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities95%
- Cash & Cash Equivalents4%
- Derivatives1%
Contacts
1 of 1
Matthew Epstein
FounderCRD 4816922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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