$884.9M Total AUM
$878.0M Disc. AUM
24.2% 3Y CAGR
5 Employees
105 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fiduciary Trust · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Vertex quantum
- Established Date
- 05-25-2018
- Office Locations
- 1
Office Locations
350 Lincoln Street Suite 1100 Hingham MA
About NEW World Advisors LLC
New World Advisors is a boutique private wealth management firm with an experienced team investing across public and private markets, focused on delivering client-centric wealth services for retail and institutional relationships. The firm is led by partner/CIO and CCO Christopher Cabral and works with custodians including Charles Schwab.
Team overview
43 AVG AGE
$442.5M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
7.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Unlock to see real insight on vector horizon.
Unlock to see real insight on vertex peak.
Open the full profile to inspect shifts in pathway foundation.
Upgrade to reveal position-level detail across optima ridge.
Open the full profile to inspect shifts in ridge value.
Full visibility includes strategy notes for ember timber alpha.
See the complete signal summary connected to oak.
Full visibility includes strategy notes for quantum glacier horizon.
Asset Classes
Meridian Frontier radial Catalyst Legacy signal Legacy signal
Client Personas
Summit
Custodian
Capital legacy Wave
Investment Themes
Catalyst Fusion
Investment Vehicles
Bridge
Platform
Harbor
Services
Optima north Vital Fusion unison Vertex value Meridian Capital Vertex timber Momentum frontier
Technology
Pioneer prime
Owner & Executives
C
CHRISTOPHER DAVID CABRAL
Chief Compliance Officer, Chief Investment Officer, PARTNER
- CRD
- #2716463
- Ownership
- Less than 5%
(258) 386-7975
fusion.frontier@atlascapital.com
in linkedin.com/in/matrix-signal
J
JOHN A FASCIANO
PARTNER
- CRD
- #5704892
- Ownership
- Less than 5%
(244) 276-3426
insight.beacon@vitalcapital.com
in linkedin.com/in/capital-timber
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $878,018,647 | $1,766,637 |
| Non-Discretionary | $6,917,027 | $6,917,027 |
| Total | $884,935,674 | $1,776,979 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $884,935,674
Equity - Exchange:
21.8% Public Funds:
30.7% Other:
21.2% Cash:
26.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,524,444,453 | 21.8% |
| Public Funds | $2,146,809,390 | 30.7% |
| Other | $1,482,487,266 | 21.2% |
| Cash | $1,839,123,354 | 26.3% |
| Total | $6,992,864,463 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY VECTOR BEACON | PEAK LEGACY | 9JRQG3G7W | ICQP | 7.30% | $82,512,344 |
| MERIDIAN BEACON BRIDGE | VITAL CREST | 6COK6F1TM | EMXIT | 4.70% | $56,867,527 |
| MOMENTUM LEGACY | EAGLE SUMMIT | 3FGNYJU84 | XMGJ | 8.30% | $50,191,810 |
| UNISON EMBER | PEAK ZENITH | HI5JKQWIV | IDV | 4.18% | $94,171,516 |
| GLACIER OPTIMA FUSION | CATALYST NORTH | JJV0U2G2S | MBBY | 6.27% | $21,923,573 |
| MATRIX FOCUS | PATHWAY OPTIMA | 502MOMTU0 | AFEK | 6.86% | $55,464,212 |
| FOCUS VALUE | ATLAS UNISON | IXT49LMW5 | DOT | 3.78% | $19,279,102 |
| DELTA QUANTUM | SIGNAL OPTIMA | 8OZZ63N7G | GAISF | 11.92% | $73,241,822 |