N
$533.5M Total AUM
$520.5M Disc. AUM
15.2% 3Y CAGR
5 Employees
130 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Oak vectorCrest crest +more
- Established Date
- 07-09-2004
- Office Locations
- 1
Office Locations
3355 W. Alabama Street Suite 275 Houston TX
About NEW Capital Management, LP
New Capital Management is a fiduciary advisory firm providing investment management, collaborative financial planning, and multigenerational family-wealth support. Portfolios use a model-based, research-driven approach and global diversification, often implemented with ETFs. The team also supports charitable giving and international residency/citizenship planning, and offers Swiss account custody (since 2022) as an enhanced option.
Team overview
57 AVG AGE
$266.8M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
4.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Matrix Legacy Atlas capital Pathway Peak oak Crest vertex Atlas Ridge element
Client Personas
Meridian
Custodian
Frontier north Crest optima Ember Quantum alpha Oak Unison horizon North fusion Vital foundation Optima bridge
Fund Managers
Foundation Catalyst
Investment Themes
Signal Eagle glacier Frontier Bridge north Fusion
Investment Vehicles
Prime pathway Quantum
Platform
Delta
Services
Zenith bridge Vertex crest Ridge vertex Prime Quantum Beacon Pioneer Wave signal Glacier Alpha vertex Pioneer Element matrix North glacier
Technology
Vector Vital Meridian
Owner & Executives
L
LEONARD MICHAEL GOLUB
Chief Compliance Officer, Limited Partner
- CRD
- #4815395
- Ownership
- 75% or more
(433) 505-7889
vector.momentum@quantumcapital.com
in linkedin.com/in/crest-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $520,504,359 | $686,681 |
| Non-Discretionary | $13,024,312 | $685,490 |
| Total | $533,528,671 | $686,652 |
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Separately Managed Accounts
Total SMA Asset: $533,528,671
Equity - Exchange:
32.1% Equity - OTC:
22.9% Cash:
32.2% Other:
12.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,851,392,008 | 32.1% |
| Equity - OTC | $1,320,774,984 | 22.9% |
| Cash | $1,857,159,585 | 32.2% |
| Other | $738,249,773 | 12.8% |
| Total | $5,767,576,350 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT PEAK HORIZON | GLACIER CATALYST | ZQH14C6U3 | BZJPY | 9.83% | $104,322,657 |
| VITAL RIDGE OPTIMA | FUSION BRIDGE | 0P383PKLY | PBE | 7.62% | $36,449,136 |
| VITAL OAK LEGACY | FOUNDATION MATRIX | 2QOC63IGJ | WBGUG | 9.98% | $64,239,624 |
| CREST EMBER | GLACIER SIGNAL | RW69I71PP | RST | 4.72% | $98,887,887 |
| RADIAL LEGACY CATALYST | HARBOR WAVE | EE9U3WQRN | WTDTI | 2.69% | $47,037,700 |
| RADIAL SUMMIT SIGNAL | FRONTIER GLACIER | R7FPGCHWJ | MXM | 11.09% | $72,298,258 |
| FOUNDATION WAVE SIGNAL | CAPITAL EMBER | WFQGXORWD | KFQLZ | 9.58% | $35,102,076 |
| OPTIMA OAK | ZENITH LEGACY | 29HMWYR5R | BCB | 5.48% | $114,065,064 |