NEWBURY CAPITAL MANAGEMENT, LLC

812 Fremont Ave.
Suite 101
South Pasadena, California 91030
Tel: 626-796-8898

About NEWBURY CAPITAL MANAGEMENT, LLC

NEWBURY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as NEWBURY CAPITAL MANAGEMENT, LLC. The firm was established in 04/07/2017. They have over 1 offices throughout the country.

NEWBURY CAPITAL MANAGEMENT, LLC is a South Pasadena, California based Financial Planning firm with nearly $143,045,689 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148516
SEC#	801-110353
Assets Managed by Firm	$143,045,689
No. of Clients	438
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	438	$143,045,689
Individuals (other than high net worth individuals)	357	$21,858,236
High net worth individuals	76	$113,259,419
Pension and profit sharing plans	3	$5,449,223
Charitable organizations	2	$2,478,811

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