Montagu Newhall Associates, Inc. (Owings Mills)

Name: Montagu Newhall Associates, Inc.
Address: 100 Painters Mill Road, Owings Mills, MD, 21117
Telephone: 410-363-2725

Montagu Newhall Associates, Inc. is a large advisory firm based in Owings Mills. It manages $1.46 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Maryland.

Montagu Newhall Associates provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Montagu Newhall Associates: assets under management

The assets under management (AUM) of Montagu Newhall Associates, Inc. is $1.46 billion. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.43 billion in discretionary accounts and $24.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.13 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Montagu Newhall Associates, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Montagu Newhall Associates, Inc.

James Jin Lim has been acting as President since 1 Dec 2007. Eric Thompson joined the executive team most recently as the Cfo, Treasurer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Ashton Newhall	President & director	1 Dec 2000	25% - 50%	3088048
Rupert Montagu	Vice president & director	1 Dec 2000	Other	5608614
James Jin Lim	Director	1 Dec 2007	25% - 50%	2465802
Eric Thompson	Cfo, treasurer, chief compliance officer	1 Feb 2008	Other	5608616

Based in Owings Mills

The principal office where Montagu Newhall Associates, Inc. performs its advisory services is located at 100 Painters Mill Road, Owings Mills, MD 21117, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-363-2725 or by fax 410-363-9075. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.montagunewhall.com.