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|
| Keyboard |
| Newbury Capital Management LLC
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|
|---|---|
| CRD # | 148516 |
| SEC # | 801-110353 |
| CIK # | |
| AUM | 154.1 M (2026-03-12) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 626-796-8898 |
| Address | 812 Fremont Ave South Pasadena, CA 91030 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 23.1 |
| (b) Individuals (high net worth individuals) | 87 | 122.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 6.2 |
| (h) Charitable organizations | 4 | 2.9 |
| (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 | 437 | 154.1 |
| By Discretionary | ||
| Discretionary | 242 | 143.2 |
| Non-Discretionary | 195 | 11.0 |
| Total | 437 | 154.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 153.7 | |
| Total | 437 | 154.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tectonic Capital Advisors LLC
✚
|
TX | 154.4 M |
|
First Source Investment Partners LLC
✚
|
CO | 154.0 M |
|
Bluebird Wealth Management LLC
✚
|
MA | 154.0 M |
|
Forrest Financial Services LLC
✚
|
IA | 154.0 M |
|
Maggi Investment Services LLC
✚
|
FL | 154.0 M |
|
ATFS Advisers LLC
✚
|
153.9 M | |
|
Uptown Financial Advisors LLC
✚
|
TX | 153.8 M |
|
S & S Wealth Management LP
✚
|
TX | 153.8 M |
|
Prien Asset Management LLC
✚
|
NM | 153.7 M |
|
Trails Edge Wealth Advisers LLC
✚
|
153.7 M |