SOUTH PASADENA, CACRD 148516Latest ADV March 12, 2026
Newbury Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Pasadena, CA. Its latest Form ADV filing, dated March 12, 2026, reports $154M in regulatory assets under management, 5 employees, and 437 accounts.
Assets Under Management
$154M
Employees
5
Offices
--
Total Clients
437
Primary office
SOUTH PASADENA, CA
812 FREMONT AVE., SUITE 101, SOUTH PASADENA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.5% of total clients.
Top client categories% of clientsClients
1
Individuals
78.5%
343
2
HNWI
19.9%
87
3
Charitable
0.9%
4
4
Pension Plans
0.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 12, 2026
Discretionary92.9%
$143M
93% of total RAUM92.9%
Non-discretionary7.1%
$11M
7% of total RAUM7.1%
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.
Total AUM$154M
Total Accounts437
10Y AUM Change+$51M (+49.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee87:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.