| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey Michael Hoffstein Control | Chief Executive Officer, Chief Investment Officer; Chief Technology Officer | Under 5% | 2008 |
| Jill Marie Grenda | Chief Compliance Officer | Under 5% | 2025 |
| Newfound Holdings LLC Control | Member | Over 75% | 2010 |
Newfound Research LLC reports $831.8 million in regulatory assets under management on its Form ADV.
Newfound Research LLC reports 6 employees.
Newfound Research LLC is based in St. Petersburg, FL and has been SEC-registered since 2012.
Newfound Research LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 Central Ave, 4th Floor Ste 324, St. Petersburg, FL 33701 |
| Phone | (617) 531-9773 |
| Fax | (617) 356-8116 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1630806 |
| Discloses disciplinary history | No |
| Discretionary | $831.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $831.8M |