|
⚲
|
| New Perspectives Inc
✚
| |
|---|---|
| CRD # | 113925 |
| SEC # | 801-112730 |
| CIK # | 0001909565 |
| AUM | $239.8 MM (2024-03-08) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 601-991-3158 |
| Address | 303 Highland Park Cove Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.7 | |
| EGP | 6,883.0 | 0.6 | |
| MSFT | 1,918,222.4 | 0.4 | |
| AMGN | 130,083.0 | 0.3 | |
| UNP | 133,995.4 | 0.3 | |
| NVDA | 399,550.0 | 0.2 | |
| RF | 18,157.3 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 97.4 |
| (b) Individuals (high net worth individuals) | 69 | 139.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,021 | 239.8 |
| By Discretionary | ||
| Discretionary | 1,021 | 239.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,021 | 239.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.8 | |
| Total | 1,021 | 239.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909565] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tiller Partners LLC
✚
|
CA | 0.2 |
|
Brightwater Advisory LLC
✚
|
FL | 0.2 |
|
Simplifi Inc
✚
|
CA | 0.2 |
|
Provider Financial Inc
✚
|
IN | 0.2 |
|
Bentley Financial Group Inc
✚
|
IL | 0.2 |
|
Barlow Linda Ann
✚
|
CA | 0.2 |
|
Ironbridge Private Wealth LLC
✚
|
TX | 0.2 |
|
Walker Financial Services Inc
✚
|
KY | 0.2 |
|
Curran & Lewis Investment Management Inc
✚
|
CA | 0.2 |
|
Bolan Capital Management LLC
✚
|
OH | 0.2 |