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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Newground Social Investment SPC
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|---|---|
| CRD # | 117060 |
| SEC # | 801-123559 |
| CIK # | |
| AUM | $144.7 M (2025-03-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 206-522-1944 |
| Address | 111 Queen Anne Ave N, Suite 500 Seattle, WA 98109 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 23.8 |
| (b) Individuals (high net worth individuals) | 54 | 108.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 420 | 144.7 |
| By Discretionary | ||
| Discretionary | 411 | 144.3 |
| Non-Discretionary | 9 | 0.4 |
| Total | 420 | 144.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.7 | |
| Total | 420 | 144.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reach Wealth Management LLC
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|
UT | 0.1 |
|
Integrated Wealthcare LLC
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|
NC | 0.1 |
|
Decamilla Capital Management LLC
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|
CA | 0.1 |
|
Bennett Associates Wealth Management
✚
|
PA | 0.1 |
|
Arch Global Advisors LLC
✚
|
NY | 0.1 |
|
Zidel Financial Inc
✚
|
CO | 0.1 |
|
Newbury Capital Management LLC
✚
|
CA | 0.1 |
|
Lexington Avenue Capital Management LLC
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|
0.1 | |
|
Armory Capital Management LLC
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|
NY | 0.1 |
|
Sage Investment Counsel LLC
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|
TN | 0.1 |