Entrar Registro gratuito

Newmarket Capital Partners, LLC (Princeton)


Newmarket Capital Partners, LLC is a large advisory firm based in Princeton. It manages $39.09 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New Jersey and New York.

Logo

Newmarket Capital Partners provides portfolio management for individuals and small businesses 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.

Newmarket Capital Partners: assets under management

The assets under management (AUM) of Newmarket Capital Partners, LLC is $39.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newmarket Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Munish Sood President 1 Feb 2006 25% - 50% 2805974

Based in Princeton

The principal office where Newmarket Capital Partners, LLC performs its advisory services is located at 700 Alexander Park, Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-586-3082. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.newmarketcapital.com.


Registered investment advisers similar to Newmarket Capital Partners, LLC