Newlin Capital Partners, LLC is a large advisory firm based in Newtown. It manages $94.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.
Newlin Capital Partners provides selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Newlin Capital Partners, LLC is $94.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Newlin Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Newlin Capital Partners is pooled investment vehicles with 4 clients and $94.6 million of assets under management. Among the 8 most similar advisory firms, Newlin Capital Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $94.6 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Newlin Capital Partners also advises several private funds. Namely, two real estate funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $2,000,000.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Newlin Capital Partners, LLC performs its advisory services is located at 503 East Washington Avenue, Newtown, PA 18940, 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 215-525-2010. The normal business hours are 8:30 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at newlincapital.com.