CRD: 168484
Newgrange Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2013
- Office Locations
- 1
Office Locations
About Newgrange Asset Management LLC
Newgrange Asset Management is a fee-only Ohio-registered RIA serving individuals nearing or in retirement and select institutions with fiduciary, commission-free investment management. Led by Paul Lehman, CFA (30+ years), the firm follows a disciplined, long-term, value-oriented approach that skews conservative and income-focused with an emphasis on lower volatility and independent research; assets are custodied with Charles Schwab.
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Investment Vehicles
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Owner & Executives
PAUL JAMES LEHMAN
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #1092364
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $16,000,000 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,085,122,215 | 31.2% |
| Public Funds | $2,887,092,297 | 43.2% |
| Cash | $1,710,869,509 | 25.6% |
| Total | $6,683,084,021 | 100.0% |