NEW ENTERPRISE ASSOCIATES

2855 Sand Hill Road
Menlo Park, California 94025
Tel: (650) 854-9499

About NEW ENTERPRISE ASSOCIATES

NEW ENTERPRISE ASSOCIATES, formally registered with the SEC as NEW ENTERPRISE ASSOCIATES. The firm was established in 01/30/2023. They have over 5 offices throughout the country.

NEW ENTERPRISE ASSOCIATES is a Menlo Park, California based Financial Planning firm with nearly $25,912,724,688 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 126 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161004
SEC#	801-127227
Assets Managed by Firm	$25,912,724,688
No. of Clients	18
No. of Advisors	126

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$25,912,724,688

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