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Newbury Capital Management, LLC

● SEC registered since 2017CRD 148516SEC# 801-110353South Pasadena, CA
Export (members)
Reg. AUM
$144.4M
Employees
4
Accounts
406
Location
South Pasadena, CA

Newbury Capital Management, LLC assets under management

Newbury Capital Management, LLC is an SEC-registered investment adviser based in South Pasadena, CA. The firm has been registered since 2017. It reports $144.4 million in regulatory assets under management and employs 4 people.

Newbury Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Anton PereiaslavtsevOwner/Member5-10%2009
Edward BarnettOwner/Member5-10%2015
Jon Christopher Lam ControlManaging Member & Chief Compliance Officer25-50%2009
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Frequently asked questions

How much does Newbury Capital Management, LLC manage?

Newbury Capital Management, LLC reports $144.4 million in regulatory assets under management on its Form ADV.

How many employees does Newbury Capital Management, LLC have?

Newbury Capital Management, LLC reports 4 employees.

Where is Newbury Capital Management, LLC located?

Newbury Capital Management, LLC is based in South Pasadena, CA and has been SEC-registered since 2017.

Does Newbury Capital Management, LLC disclose fund performance?

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

Contact & registration

Address812 Fremont Ave., Suite 101, South Pasadena, CA 91030
Phone626-796-8898
Fax626-208-1463
Office hours8:30 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.1M
Non-discretionary$10.3M
Total (RAUM)$144.4M