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Newgate LLP (Greenwich)


Newgate LLP is a large advisory firm based in Greenwich. It manages $2.65 billion of regulatory assets for 1,640 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 45 other states.

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Newgate provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newgate: assets under management

The assets under management (AUM) of Newgate LLP is $2.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1031% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.65 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newgate LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwich

The principal office where Newgate LLP performs its advisory services is located at One Sound Shore Drive, Greenwich, CT 06830 7251, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 203-661-0700 or by fax 203-661-4005. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.newgatellp.com.


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