NEW STATE CAPITAL PARTNERS

270 North Avenue
3rd Floor
New Rochelle, New York 10801
Tel: 212-675-1600

About NEW STATE CAPITAL PARTNERS

NEW STATE CAPITAL PARTNERS, formally registered with the SEC as NEW STATE CAPITAL PARTNERS. The firm was established in 05/20/2015. They have over 2 offices throughout the country.

NEW STATE CAPITAL PARTNERS is a New Rochelle, New York based Financial Planning firm with nearly $1,214,929,920 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170409
SEC#	801-96312
Assets Managed by Firm	$1,214,929,920
No. of Clients	12
No. of Advisors	24

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	12	$1,214,929,920

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