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| New Perspectives Inc
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|---|---|
| CRD # | 113925 |
| SEC # | 801-112730 |
| CIK # | 0001909565 |
| AUM | 308.7 M (2026-03-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 601-991-3158 |
| Address | 303 Highland Park Cove Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909565 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 14.8 | ||
| Apple Inc | 2.8 | ||
| Sherwin Williams Co | 1.1 | ||
| Lilly Eli & Co | 0.9 | ||
| Eastgroup Properties Inc | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Chevron Corp | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Autodesk Inc | 0.3 | ||
| Amgen Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 95.4 |
| (b) Individuals (high net worth individuals) | 91 | 205.8 |
| (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 | 9 | 7.5 |
| (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 | 1,145 | 308.7 |
| By Discretionary | ||
| Discretionary | 1,145 | 308.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,145 | 308.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.7 | |
| Total | 1,145 | 308.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909565] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Investment Professionals LLC
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WI | 311.0 M |
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Invicta Advisors LLC
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MD | 310.1 M |
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Western Financial Corporation
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Beacon Wealthcare LLC
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|
Merit Financial Partners LLC
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|
Prepared Retirement Institute LLC
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PA | 307.6 M |
|
Commons Capital LLC
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|
MA | 307.4 M |
|
GFG Wealth LLC
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|
FL | 306.6 M |
|
McAllister Capital Management Corporation
✚
|
MS | 306.2 M |