Newbury Partners LLC

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Assets, Funds, Holdings

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Newbury Partners LLC
CRD #156319
SEC #801-73604
CIK #
AUM
Employees 20 (65% Investors, 0% Brokers)
Phone203-428-3600
Address100 First Stamford Place
Stamford, CT 06902
Source [IAPD] [Website]
Total AUM ($BB)
6.04.83.62.41.20.02010201420192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Newbury Equity Partners V Ontario LP [2021-03-11] 661.0 175.6
Other Newbury Equity Partners V Cayman LP [2020-03-30] 661.0 1,187.7
Other Newbury Equity Partners IV Cayman LP [2018-03-16] 661.0 733.9
Other Newbury Equity Partners III-A LP [2015-03-11] 78.0 42.9
Other Newbury Equity Partners III Cayman LP [2014-03-27] 265.9 152.9
Other Newbury Equity Partners III LP [2014-03-27] 947.0 581.0
Other Newbury Equity Partners Cayman LP 2012-02-14 4.9
Other Newbury Equity Partners GmbH & Co KG 2012-02-14 0.8
Other Newbury Equity Partners II Cayman LP [2012-02-14] 276.4 36.3
Other Newbury Equity Partners II GmbH & Co KG [2012-02-14] 0.0 3.3
View All
AUM Breakdown Accounts AUM ($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 17
Gerald Esposito 14
Christopher Jaroch 14
Richard Lichter 11
Warren Symon 11
Newbury Associates LLC 11
Newbury Equity Partners II GP LLC 2
Newbury Equity Partners IV GP LLC 2
Stephane Chevrier 3
Newbury Equity Partners III GP LLC 3
Newbury Equity Partners III GP LP 2
Newbury Equity Partners GP LLC 1
Newbury Equity Partners Verwaltungs GmbH 1
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