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| Happy Holidays!! thanks for using AUM13F!! |
| New Perspectives Inc
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| CRD # | 113925 |
| SEC # | 801-112730 |
| CIK # | 0001909565 |
| AUM | $288.6 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 601-991-3158 |
| Address | 303 Highland Park Cove Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| World Currency Gold Trust | 10.2 | |
| Apple Inc | 2.3 | |
| Sherwin Williams Co | 1.2 | |
| Lilly Eli & Co | 0.9 | |
| Microsoft Corp | 0.8 | |
| Eastgroup Properties Inc | 0.6 | |
| J P Morgan Chase & Co | 0.5 | |
| Autodesk Inc | 0.4 | |
| Nvidia Corp | 0.3 | |
| Union Pacific Corp | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 100.6 |
| (b) Individuals (high net worth individuals) | 85 | 181.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,091 | 288.6 |
| By Discretionary | ||
| Discretionary | 1,091 | 288.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,091 | 288.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.6 | |
| Total | 1,091 | 288.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909565] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Curry Webb Wealth Management LLC
✚
|
IN | 0.3 |
|
Beacon Financial Advisors Ltd
✚
|
TX | 0.3 |
|
Schuchard Capital Management Inc
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|
0.3 | |
|
Maxwell Wealth Strategies Inc
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CA | 0.3 |
|
Coordinated Financial Planning Corp
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OH | 0.3 |
|
Orser Capital Management LLC
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TX | 0.3 |
|
Tate Wealth Management
✚
|
CA | 0.3 |
|
Siebert Advisornxt LLC
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|
NY | 0.3 |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 0.3 |
|
OMC Financial Services Ltd
✚
|
NY | 0.3 |