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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- ZenithCrest pioneer +more
- Established Date
- 12-09-2004
- Office Locations
- 1
Office Locations
About NEW Capital Management, LLC
New Capital Management, LLC positions itself as a single-family office providing integrated portfolio management—investment policy development, portfolio construction/management, regular reviews, and performance reporting. The firm combines financial planning with allocation-driven portfolios that commonly use ETFs (and mutual funds), with experience in themes like ESG/SRI and emerging markets. Client focus includes individuals such as physicians, and the practice works with custodians including Charles Schwab.
Team overview
Insights
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Client Personas
Custodian
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Investment Vehicles
Services
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Owner & Executives
NICHOLAS CHRISTOPHER MANSOUR
Chief Investment Officer, Investment Advisor, PRINCIPAL
- CRD
- #1908946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,527,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,527,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,527,425
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,007,759,090 | 15.4% |
| Cash | $1,060,110,211 | 16.2% |
| Corporate - Investment Grade | $1,727,587,011 | 26.4% |
| Corporate - Non-Investment Grade | $791,810,713 | 12.1% |
| U.S. Government/Agency | $1,956,623,168 | 29.9% |
| Total | $6,543,890,193 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK CREST DELTA | MATRIX VECTOR | AV73YNUKL | GQB | 4.51% | $96,431,202 |
| DELTA DELTA | OAK BEACON | MWIUPD9ZA | FHYC | 12.32% | $95,052,722 |
| INSIGHT GLACIER | ALPHA GLACIER | QATFQW09B | IUVL | 6.23% | $58,234,544 |
| MERIDIAN TIMBER FOCUS | FOUNDATION UNISON | IJKA3L3EB | RRP | 8.79% | $71,187,855 |
| FRONTIER HORIZON | DELTA FUSION | MJ6MVWOK7 | UFYLN | 4.41% | $70,904,993 |
| INSIGHT BEACON | FOCUS HORIZON | 4DII8K1O9 | GRTU | 5.99% | $79,721,655 |
| RIDGE RIDGE | FOCUS LEGACY | E9CZ6XUZ6 | XZOR | 7.89% | $55,582,679 |
| VITAL QUANTUM CREST | PEAK HARBOR | 37X3G38JY | LXD | 6.74% | $31,639,906 |