New Capital Management LP

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Capital Management LP
CRD #131658
SEC #801-63295
CIK #1696731
AUM $312.0 MM (94% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Phone800-724-9866
Address4119 Montrose Blvd
Houston, TX 77006
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
WRI 3,500.0 13.5
PEP 163,770.0 7.0
MFGP 10,140.0 4.4
STIP 3.3
AAPL 843,560.0 3.2
VT 2.0
BND 1.1
HDV 0.8
AGG 0.8
ACWI 0.8
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Lunt Capital Management Inc
UT
0.3
Klaas Financial Asset Advisors LLC
IL
0.3
MFA Asset Management LLC
MA
0.3
Everest Financial Group LLC
MN
0.3
Flynn Zito Capital Management LLC
NY
0.3
International Equity Trading Partners Ltd
IL
0.3
Altrius Capital Management Inc
NC
0.3
Ifrah Financial Services Inc
AR
0.3
IMS Capital Management Inc
OR
0.3
Fiduciary Investment Trusts LLC
KS
0.3