New Capital Management LP

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Assets, Funds, Holdings

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New Capital Management LP
CRD #131658
SEC #801-63295
CIK #0001696731
AUM$312.0 MM
Employees3
Phone800-724-9866
Address4119 Montrose Blvd Suite 400
Houston, TX 77006
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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)