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Newman Ladd Capital Advisors, LLC.

● SEC registered since 2014CRD 129860SEC# 801-79297Camillus, NY
Export (members)
Reg. AUM
$108.1M
Employees
2
Accounts
362
Location
Camillus, NY

Newman Ladd Capital Advisors, LLC. assets under management

Newman Ladd Capital Advisors, LLC. is an SEC-registered investment adviser based in Camillus, NY. The firm has been registered since 2014. It reports $108.1 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Newman Ladd Capital Advisors, LLC. owners & executives

2 reported
NameTitleOwnershipSince
Andrew T Moen ControlManaging Director And SecretaryOver 75%2014
Jack Austin IrwinChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Newman Ladd Capital Advisors, LLC. manage?

Newman Ladd Capital Advisors, LLC. reports $108.1 million in regulatory assets under management on its Form ADV.

How many employees does Newman Ladd Capital Advisors, LLC. have?

Newman Ladd Capital Advisors, LLC. reports 2 employees.

Where is Newman Ladd Capital Advisors, LLC. located?

Newman Ladd Capital Advisors, LLC. is based in Camillus, NY and has been SEC-registered since 2014.

Does Newman Ladd Capital Advisors, LLC. disclose fund performance?

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

Contact & registration

Address5100 West Genesee Street, Camillus, NY 13031
Phone315-299-8979
Fax315-455-7150
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$107.8M
Non-discretionary$294K
Total (RAUM)$108.1M