N
$375.0K Total AUM
$375.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers · TD Ameritrade · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2016
- Office Locations
- 1
Office Locations
-- Wallingford PA
About NEW Green Capital, LLC
NEW Green Capital, LLC is a Wallingford-based RIA. The firm has been operating for 10 years. Managing $375.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade.
Team overview
-- AVG AGE
$375.0K AVG AUM / ADVISOR
$187.5K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
X
Xinyan Yi
Chief Executive Officer, President, Quantitative Analyst
- CRD
- #6569642
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $375,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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