Newland Capital Management, LLC is a large advisory firm based in New York. It manages $366.52 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.
Newland Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Newland Capital Management, LLC is $366.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Newland Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Newland Capital Management, LLC performs its advisory services is located at 350 Madison Ave, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Potomac, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-329-0765 or by fax 212-329-0770. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.