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NEWGROUND SOCIAL INVESTMENT
NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060 · SEC 801-123559
111 QUEEN ANNE AVE N, SUITE 500, SEATTLE, WA, 98109, United States
Phone
(206) 522-1944
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.1M
Discretionary AUM
$161.0M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $85.7M |
| High net worth individuals | 53 | $67.8M |
States served
WA
All web addresses on file
- https://www.linkedin.com/company/Newground-Social-Investment
- https://www.vimeo.com/NewgroundSRI/videos
- https://www.facebook.com/Newground.Social.Investment
- https://www.youtube.com/user/NewgroundSRI/videos
- https://www.newground.net/
- https://www.instagram.com/NewgroundSRI
- https://twitter.com/NewgroundSRI
- https://bsky.app/profile/newgroundsri.bsky.social
Official SEC filing: View on IAPD