New Capital Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $534M in regulatory assets under management, 5 employees, and 777 accounts.
Assets Under Management
$534M
Employees
5
Offices
--
Total Clients
130
Primary office
HOUSTON, TX
3355 WEST ALABAMA STREET, SUITE 275, HOUSTON, TX, United States
Top client segmentHNWI represent 69.2% of total clients.
Top client categories% of clientsClients
1
HNWI
69.2%
90
2
Individuals
27.7%
36
3
Charitable
1.5%
2
4
Corporations
1.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$534Mas of March 30, 2026
Discretionary97.6%
$521M
98% of total RAUM97.6%
Non-discretionary2.4%
$13M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$534M
Total Accounts777
10Y AUM Change+$223M (+71.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.