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New Ground Capital LLC (Jackson)


New Ground Capital LLC is an adviser based in Jackson. It manages $5.66 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.

New Ground Capital provides 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.

New Ground Capital: assets under management

The assets under management (AUM) of New Ground Capital LLC is $5.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.89 million each.
New Ground Capital has custody of $5.66 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Ground Capital LLC 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.

Based in Jackson

The principal office where New Ground Capital LLC performs its advisory services is located at 690 South Highway 89 Suite 200, Jackson, WY 83001 The mailing address of the firm is 690 South Highway 89 Suite 200, Jackson, WY 83002. An additional office of the firm is in Rochester, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-732-6834 or by fax 307-733-3715. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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