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| New Century Advisors LLC
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| |
|---|---|
| CRD # | 122478 |
| SEC # | 801-61423 |
| CIK # | 0001574758 |
| AUM | $4.0 BB (2024-03-27) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 240-395-0550 |
| Address | 2 Wisconsin Circle Chevy Chase, MD 20815 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | New Century Strategic Real Return Fund LLC | [2020-03-31] | 57.2 | 54.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 5 | 0.5 |
| (h) Charitable organizations | 11 | 0.9 |
| (i) State or municipal government entities | 11 | 2.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 4.0 |
| By Discretionary | ||
| Discretionary | 46 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 46 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 46 | 4.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| New Century Advisors LLC | 1 | ||
| Nils Overdahl | 1 | ||
| Ellen Safir | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001574758] |
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Beacon Investment Advisory Services Inc
✚
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Moss Adams Wealth Advisors LLC
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