Newstead Capital Management

RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$269K
Accounts
10
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 4%, Derivatives 1%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents4%
  • Derivatives1%

Contacts

1 of 1
  • Matthew Epstein

    Matthew Epstein

    FounderCRD 4816922

Wealth teams

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth