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 #1696731
AUM $308.3 MM (92% Disc, 100% US, 2020-03-27)
Employees3 (33% Investors, 0% Brokers)
Phone800-724-9866
Address4119 Montrose Blvd
Houston, TX 77006
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3202561921286402002200820142021
Sector Issuer Cap ($MM) Value ($MM)
PEP 180,030.0 6.5
STIP 3.5
AAPL 1,372,810.0 3.0
VT 1.3
BND 1.1
YUM 26,500.0 0.8
AGG 0.7
ACWI 0.7
WRI 2,430.0 0.5
MSFT 1,376,930.0 0.4
View All
Holdings by Sector ($)
0.10.10.10.00.00.02017201820192020
Comparable Firms State AUM ($BB)
The Retirement Network Ltd
IL 0.3
Horizon Advisory Services Inc
NY 0.3
IMS Capital Management Inc
OR 0.3
Wealth Management Advisors LLC
MA 0.3
Lighthouse Financial Services Inc
CA 0.3
Cleveland Wealth LLC
OH 0.3
Francis Financial Inc
NY 0.3
Prosper Advisors LLC
NY 0.3
Pax Financial Group LLC
TX 0.3
Northwest Quadrant LLC
OR 0.3
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