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NEWBURY CAPITAL MANAGEMENT, LLC
CRD 148516 · SEC 801-110353
812 FREMONT AVE., SUITE 101, SOUTH PASADENA, CA, 91030, United States
Phone
626-796-8898
Fax
626-208-1463
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$154.1M
Discretionary AUM
$143.2M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $23.1M |
| High net worth individuals | 87 | $122.0M |
| Pension/profit sharing plans | 3 | $6.2M |
| Charitable organizations | 4 | $2.9M |
States served
CA, CO, WA, TX
All web addresses on file
Official SEC filing: View on IAPD