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- Custodian
- Merrill Lynch ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- PathwayElement foundation
- Established Date
- 07-25-2007
- Office Locations
- 3
Office Locations
About NEW Line Capital, LLC
NewLine Capital Partners is a New York-based financial advisory boutique with a European presence, focused on emerging-market capital markets access. The firm advises public and private-sector clients on local and cross-border debt market development, housing and infrastructure finance, and pre-transaction/restructuring analysis (including regulatory and MIS considerations). NewLine Capital also structures and arranges due-diligenced funding solutions for institutions such as local banks and microfinance lenders, with a specialization in housing finance and affordable-housing programs.
Team overview
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Accredited Investors
Asset Classes
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Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID ANTHONY NAGLER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1190128
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MARK ALAN BOUTOTE SR
Associate
- CRD
- #704815
JONATHAN HINE STEPHENS
Senior Portfolio Manager
- CRD
- #1329841
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,514,769 | $155,771 |
| Non-Discretionary | $10,102,533 | $783,333 |
| Total | $31,617,302 | $230,088 |
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Separately Managed Accounts
Total SMA Asset: $31,617,302
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $238,381,902 | 16.8% |
| Cash | $642,779,771 | 45.3% |
| Public Funds | $537,778,219 | 37.9% |
| Total | $1,418,939,892 | 100.0% |