N
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- ElementInsight vertex +more
- Established Date
- 02-03-2025
- Office Locations
- 1
Office Locations
-- South Orange NJ
About Newstead Capital Management
Newstead Capital Management is a South Orange-based RIA. The firm has been operating for 1 years. Managing $2.7M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$537.3K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Frontier vital
Asset Classes
Prime foundation Vital
Custodian
Peak alpha
Investment Vehicles
Ridge wave
Services
Capital Element unison Horizon
Technology
Oak Bridge vital Horizon eagle
Owner & Executives
M
MATTHEW TODD EPSTEIN
Chief Compliance Officer, Managing Member
- CRD
- #4816922
- Ownership
- 75% or more
(949) 210-9025
unison.atlas@northcapital.com
in linkedin.com/in/momentum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,686,271 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,686,271 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,686,271
Equity - Exchange:
45.5% Cash:
28.5% Derivatives:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,839,182,315 | 45.5% |
| Cash | $2,404,762,549 | 28.5% |
| Derivatives | $2,193,818,466 | 26.0% |
| Total | $8,437,763,330 | 100.0% |