Firm profile

NEWFOUND RESEARCH LLC

ST. PETERSBURG, FLCRD 159064Latest ADV February 23, 2026

Newfound Research LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Petersburg, FL.

Assets Under Management
$1.1B
Employees
5
Offices
4 offices
Total Clients
8
Primary office
ST. PETERSBURG, FL
200 CENTRAL AVE, 4TH FLOOR STE 324, ST. PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOCorey M. Hoffstein
CCOJill M. Grenda
CIOCorey M. Hoffstein

Advisory services offered

2 types reported
Other advisory services
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of February 23, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts8
10Y AUM Change+$983M (+773.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee2:1
10Y Employee Change-7 (-58.3%)

* 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.