CRD: 148516
Newbury Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2009
- Office Locations
- 2
Office Locations
About Newbury Capital Management, LLC
Newbury Capital Management is an employee-owned, independent investment advisory and wealth management firm serving high-net-worth families and institutional investors. The team builds equity and fixed income portfolios using proprietary research models, with an emphasis on risk management, unbiased portfolio construction, and ongoing planning. Offerings include dividend, global and select growth equity approaches, mutual fund strategies, and bond portfolios focused on investment-grade issues, with flexibility to hold cash and use hedging tactics; custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JON CHRISTOPHER LAM
Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal
- CRD
- #1860840
- Ownership
- 25% but less than 50%
STUART MICHAEL SNEDDON
Chief Investment Officer, Managing Member
- CRD
- #2038208
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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KEITH DOUGLAS WEINBAUM
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- CRD
- #4293482
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,190,300 | $591,695 |
| Non-Discretionary | $10,958,910 | $56,200 |
| Total | $154,149,210 | $352,744 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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