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| Happy Holidays!! thanks for using AUM13F!! |
| Newbury Capital Management LLC
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| CRD # | 148516 |
| SEC # | 801-110353 |
| CIK # | |
| AUM | $144.4 M (2025-03-12) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 626-796-8898 |
| Address | 812 Fremont Ave South Pasadena, CA 91030 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 322 | 21.3 |
| (b) Individuals (high net worth individuals) | 77 | 114.7 |
| (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 | 3 | 5.8 |
| (h) Charitable organizations | 4 | 2.7 |
| (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 | 406 | 144.4 |
| By Discretionary | ||
| Discretionary | 235 | 134.1 |
| Non-Discretionary | 171 | 10.3 |
| Total | 406 | 144.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 143.9 | |
| Total | 406 | 144.4 |
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|---|---|---|
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PA | 0.1 |
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Arch Global Advisors LLC
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NY | 0.1 |
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WA | 0.1 |
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CO | 0.1 |
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Lexington Avenue Capital Management LLC
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0.1 | |
|
Armory Capital Management LLC
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NY | 0.1 |
|
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|
TN | 0.1 |
|
Dartmouth Capital Advisors Inc
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|
0.1 | |
|
Savant Investment Advisers Inc
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|
IL | 0.1 |
|
Team Hays Inc
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|
TX | 0.1 |