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New Perspectives, Inc.

● SEC registered since 2018CRD 113925SEC# 801-112730Ridgeland, MS
Export (members)
Reg. AUM
$288.6M
Employees
5
Accounts
1,091
Location
Ridgeland, MS

New Perspectives, Inc. assets under management

New Perspectives, Inc. is an investment advisory firm registered with the SEC based in Ridgeland, MS. The firm has been registered since 2018. It reports $288.6 million in regulatory assets under management and employs 5 people.
www.newper.comView on SEC.gov ↗

New Perspectives, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Joshua Ryder TaffManaging DirectorOver 75%2016
Nancy Lottridge Anderson ControlPresident - Chief Compliance Officer25-50%1993

Frequently asked questions

How much does New Perspectives, Inc. manage?

New Perspectives, Inc. reports $288.6 million in regulatory assets under management on its Form ADV.

How many employees does New Perspectives, Inc. have?

New Perspectives, Inc. reports 5 employees.

Where is New Perspectives, Inc. located?

New Perspectives, Inc. is based in Ridgeland, MS and has been SEC-registered since 2018.

Does New Perspectives, Inc. disclose fund performance?

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

Contact & registration

Address303 Highland Park Cove, Suite B, Ridgeland, MS 39157
Phone601-991-3158
Fax601-991-3168
Office hours8:30 a.m. To 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1909565
Discloses disciplinary historyNo

Assets under management

Discretionary$288.6M
Non-discretionary$0
Total (RAUM)$288.6M