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| Newbury Partners LLC
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|---|---|
| CRD # | 156319 |
| SEC # | 801-73604 |
| CIK # | |
| AUM | $5.2 BB (2023-03-28) |
| Employees | 20 (65% Investors, 0% Brokers) |
| Phone | 203-428-3600 |
| Address | 100 First Stamford Place Stamford, CT 06902 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Newbury Equity Partners V Ontario LP | [2021-03-11] | 661.0 | 175.6 |
| Other | Newbury Equity Partners V Cayman LP | [2020-03-30] | 661.0 | 1,187.7 |
| Other | Newbury Equity Partners V LP | [2020-03-30] | 1,407.5 | 2,460.0 |
| Other | Newbury Equity Partners IV Cayman LP | [2018-03-16] | 661.0 | 733.9 |
| Other | Newbury Equity Partners IV LP | [2018-03-16] | 1,407.5 | 1,922.3 |
| Other | Newbury Equity Partners III-A LP | [2015-03-11] | 78.0 | 42.9 |
| Other | Newbury Equity Partners III Holdings LP | 2015-03-11 | 634.8 | |
| Other | Newbury Equity Partners III Cayman LP | [2014-03-27] | 265.9 | 152.9 |
| Other | Newbury Equity Partners III LP | [2014-03-27] | 947.0 | 581.0 |
| Other | Newbury Equity Partners Cayman LP | 2012-02-14 | 4.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 15 | 5.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 15 | 5.2 |
| By Discretionary | ||
| Discretionary | 15 | 5.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 2.9 | |
| Total | 15 | 5.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Justin Pollack | 15 | |||
| Richard Lichter | 11 | |||
| Newbury Associates LLC | 11 | |||
| Gerald Esposito | 11 | |||
| Christopher Jaroch | 11 | |||
| Warren Symon | 8 | |||
| Newbury Equity Partners III GP LLC | 3 | |||
| Stephane Chevrier | 3 | |||
| Newbury Equity Partners III GP LP | 2 | |||
| Newbury Equity Partners II GP LLC | 2 | |||
| View All | ||||
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