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New Capital Management, LP

● SEC registered since 2004CRD 131658SEC# 801-63295Houston, TX
Export (members)
Reg. AUM
$465.8M
Employees
5
Accounts
742
Location
Houston, TX

New Capital Management, LP assets under management

New Capital Management, LP operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2004. It reports $465.8 million in regulatory assets under management and employs 5 people.
www.newcapitalmgmt.comView on SEC.gov ↗

New Capital Management, LP owners & executives

3 reported
NameTitleOwnershipSince
Leonard Michael Golub ControlLimited Partner/Chief Compliance OfficerOver 75%2004
Solaris Advisors, LLC ControlGeneral PartnerUnder 5%2004
Leonard Michael Golub ControlManager And MemberOver 75%2004

Frequently asked questions

How much does New Capital Management, LP manage?

New Capital Management, LP reports $465.8 million in regulatory assets under management on its Form ADV.

How many employees does New Capital Management, LP have?

New Capital Management, LP reports 5 employees.

Where is New Capital Management, LP located?

New Capital Management, LP is based in Houston, TX and has been SEC-registered since 2004.

Does New Capital Management, LP disclose fund performance?

New Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3355 West Alabama Street, Suite 275, Houston, TX 77098
Phone713-874-1444
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1696731
Discloses disciplinary historyNo

Assets under management

Discretionary$451.9M
Non-discretionary$14M
Total (RAUM)$465.8M