NEW PERSPECTIVES, INC.
CRD #113925 SEC #801-112730 RIDGELAND, MS 601-991-3158
SEC Registered
Total AUM
$288.6M
Discretionary
$288.6M
Employees
5
Clients
251
Accounts
1,091
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $288.6M | $288.6M | $0 | 5 | 0 |
| Mar 2024 | $239.8M | $239.8M | $0 | 5 | 0 |
| Sep 2023 | $205M | $205M | $0 | 5 | 0 |
| Mar 2023 | $205M | $205M | $0 | 5 | 0 |
| Mar 2022 | $189.9M | $189.9M | $0 | 5 | 0 |
| Jun 2021 | $175M | $171.5M | $3.5M | 4 | 350 |
| Mar 2021 | $152M | $148M | $4M | 3 | 260 |
| Jul 2020 | $139.5M | $135.5M | $4M | 4 | 240 |
| Jun 2020 | $139.5M | $135.5M | $4M | 4 | 240 |
| Mar 2020 | $139.5M | $135.5M | $4M | 4 | 240 |
| Mar 2019 | $118M | $115M | $3M | 3 | 200 |
| Apr 2018 | $110M | $107M | $3M | 4 | 200 |
| Feb 2018 | $110M | $107M | $3M | 4 | 200 |
| Jun 2012 | $45M | $44M | $1M | 1 | 125 |
| Feb 2012 | $45M | $44M | $1M | 1 | 125 |
| Mar 2011 | $38M | $36M | $2M | 5 | -- |
| Jan 2011 | $38M | $36M | $2M | 5 | -- |
| Aug 2010 | $38M | $36M | $2M | 5 | -- |
| Jan 2008 | $46.5M | $45M | $1.5M | 5 | -- |
| Jan 2007 | $36M | $34M | $2M | 5 | -- |
| Nov 2005 | $32M | $30M | $2M | 5 | -- |
DateMar 2025
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$175M
Discretionary$171.5M
Non-Disc.$3.5M
Employees4
Clients350
DateMar 2021
Total AUM$152M
Discretionary$148M
Non-Disc.$4M
Employees3
Clients260
DateJul 2020
Total AUM$139.5M
Discretionary$135.5M
Non-Disc.$4M
Employees4
Clients240
DateJun 2020
Total AUM$139.5M
Discretionary$135.5M
Non-Disc.$4M
Employees4
Clients240
DateMar 2020
Total AUM$139.5M
Discretionary$135.5M
Non-Disc.$4M
Employees4
Clients240
DateMar 2019
Total AUM$118M
Discretionary$115M
Non-Disc.$3M
Employees3
Clients200
DateApr 2018
Total AUM$110M
Discretionary$107M
Non-Disc.$3M
Employees4
Clients200
DateFeb 2018
Total AUM$110M
Discretionary$107M
Non-Disc.$3M
Employees4
Clients200
DateJun 2012
Total AUM$45M
Discretionary$44M
Non-Disc.$1M
Employees1
Clients125
DateFeb 2012
Total AUM$45M
Discretionary$44M
Non-Disc.$1M
Employees1
Clients125
DateMar 2011
Total AUM$38M
Discretionary$36M
Non-Disc.$2M
Employees5
Clients--
DateJan 2011
Total AUM$38M
Discretionary$36M
Non-Disc.$2M
Employees5
Clients--
DateAug 2010
Total AUM$38M
Discretionary$36M
Non-Disc.$2M
Employees5
Clients--
DateJan 2008
Total AUM$46.5M
Discretionary$45M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2007
Total AUM$36M
Discretionary$34M
Non-Disc.$2M
Employees5
Clients--
DateNov 2005
Total AUM$32M
Discretionary$30M
Non-Disc.$2M
Employees5
Clients--