Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > NEW CAPITAL MANAGEMENT, LP
NEW CAPITAL MANAGEMENT, LP
3355 West Alabama Street
Suite 275
Houston, Texas 77098
Tel: 713-874-1444
About NEW CAPITAL MANAGEMENT, LP
NEW CAPITAL MANAGEMENT, LP, formally registered with the SEC as NEW CAPITAL MANAGEMENT, LP. The firm was established in 07/09/2004. They have over 1 offices throughout the country.
NEW CAPITAL MANAGEMENT, LP is a Houston, Texas based Financial Planning firm with nearly $416,148,188 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131658 |
| SEC# | 801-63295 |
| Assets Managed by Firm | $416,148,188 |
| No. of Clients | 111 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (LIFE PLANNING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 111 | $416,148,188 |
| Individuals (other than high net worth individuals) | 28 | $15,614,209 |
| High net worth individuals | 81 | $398,899,414 |
| Corporations or other businesses | 2 | $1,634,565 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas