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| Newfound Research LLC
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|---|---|
| CRD # | 159064 |
| SEC # | 801-73042 |
| CIK # | 0001630807, 0001630806 |
| AUM | 1,109.8 M (2026-02-23) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 617-531-9773 |
| Address | 200 Central Ave St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| MicroStrategy Inc | 2.4 | ||
| Tesla Motors Inc | 2.0 | ||
| Alphabet Inc | 1.3 | ||
| Microsoft Corp | 1.0 | ||
| Apple Inc | 1.0 | ||
| Palantir Technologies Inc | 0.9 | ||
| Coinbase Global Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 8 | 1,109.8 |
| (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 | 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 | 8 | 1,109.8 |
| By Discretionary | ||
| Discretionary | 8 | 1,109.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1,109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,109.8 | |
| Total | 8 | 1,109.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001630806] | |
| 13F-NT | [0001630806] | |
| 13F-NT | [0001630807] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
iCapital Fund Advisors LLC
✚
|
NY | 1,132.6 M |
|
Amundi US Investment Advisors LLC
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|
MA | 1,132.5 M |
|
Moonrise Capital LP
✚
|
FL | 1,128.2 M |
|
WITT Lake Asset Management LLC
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|
CT | 1,120.4 M |
|
New Century Partners
✚
|
1,118.9 M | |
|
Channing Global Advisors LLC
✚
|
FL | 1,110.4 M |
|
Crescent Cap NT Advisors LLC
✚
|
CA | 1,108.2 M |
|
NexPoint Real Estate Advisors X LP
✚
|
TX | 1,098.2 M |
|
Asset Consulting Group LLC
✚
|
MO | 1,096.1 M |
|
CS Capital Management Inc
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|
CA | 1,090.3 M |