Newday is an SEC registered investment adviser organized as a corporation with a primary office location in Southbury, CT. Its latest Form ADV filing, dated April 1, 2026, reports $7M in regulatory assets under management, 2 employees, and 3 accounts.
Assets Under Management
$7M
Employees
2
Offices
--
Total Clients
<5 each
Primary office
SOUTHBURY, CT
9 UNION SQUARE, UNIT #1123, SOUTHBURY, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7Mas of April 1, 2026
Discretionary100.0%
$7M
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$7M
Total Accounts3
10Y AUM Change+$6M (+634.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee—
10Y Employee Change-3 (-60.0%)
* 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.