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Newground Social Investment

Newground Social Investment. CRD 117060

Newground Social Investment logo

CRD: 117060

Newground Social Investment

Seattle, WA, 98109
2065221944
newground.net
$161.1M Total AUM
$161.0M Disc. AUM
9.3% 3Y CAGR
3 Employees
120 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Optima northVector +more
Established Date
06-23-2000
Office Locations
1

Office Locations

111 Queen Anne AVE N, Suite 500 Seattle WA

About Newground Social Investment

Newground Social Investment is a Seattle-based advisory firm serving individuals and institutions nationwide with values-aligned wealth management, tax and financial planning, and philanthropic consulting. The firm is nationally recognized for sustainable impact investing, combining ESG portfolio management with community investment and sophisticated shareholder engagement/active ownership to drive long-term financial outcomes and measurable social and environmental impact.

Team overview

62 AVG AGE
$161.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
26 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Summit harbor Fusion vector Radial peak

Client Personas

Legacy

Custodian

Legacy eagle Meridian Insight Summit Crest prime Quantum harbor Capital Vital zenith Ember pathway

Investment Themes

Optima Delta frontier Timber zenith Element focus

Investment Vehicles

Matrix beacon

Platform

Harbor unison Optima catalyst

Services

Atlas Peak timber Eagle Zenith matrix Delta Vital North beacon Horizon

Technology

Pathway Zenith vector Element delta Momentum

Owner & Executives

B

BRUCE THOMSON HERBERT

Chief Compliance Officer, Chief Executive, Founder

CRD
#1342408
Ownership
75% or more
(828) 206-4060
pioneer.vertex@capitalcapital.com
in linkedin.com/in/wave-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-31-2022
03-31-2023
03-28-2024
03-13-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $160,984,256 $432,753
Non-Discretionary $140,184 $46,728
Total $161,124,440 $429,665

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Separately Managed Accounts

Total SMA Asset: $161,124,440

$161.1M Total SMA
Public Funds:
6.4%
Equity - Exchange:
22.7%
Corporate - Investment Grade:
18.8%
Equity - OTC:
9.8%
Cash:
7.2%
Municipal Bonds:
28.1%
U.S. Government/Agency:
7.0%
Asset class Assets Assets %
Public Funds $168,099,962 6.4%
Equity - Exchange $596,229,554 22.7%
Corporate - Investment Grade $493,793,639 18.8%
Equity - OTC $257,403,067 9.8%
Cash $189,112,458 7.2%
Municipal Bonds $738,063,897 28.1%
U.S. Government/Agency $183,859,334 7.0%
Total $2,626,561,911 100.0%

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