NEWGROUND SOCIAL INVESTMENT, SPC
Legal name: NEWGROUND SOCIAL INVESTMENT
CRD #117060 SEC #801-123559 SEATTLE, WA (206) 522-1944
SEC Registered
Total AUM
$144.7M
Discretionary
$144.3M
Employees
3
Clients
101
Accounts
420
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.7M | $144.3M | $361.3K | 3 | 0 |
| Mar 2024 | $130M | $130M | $0 | 3 | 0 |
| Mar 2023 | $124.2M | $124.2M | $0 | 3 | 0 |
| Jun 2022 | $128M | $128M | $0 | 5 | 0 |
| Mar 2022 | $128M | $128M | $0 | 5 | 0 |
| Feb 2022 | $128M | $128M | $0 | 5 | 0 |
| Oct 2016 | $92.2M | $92.2M | $0 | 2 | 100 |
| Aug 2016 | $92.2M | $92.2M | $0 | 2 | 100 |
| May 2016 | $91M | $91M | $0 | 2 | 100 |
| Dec 2015 | $85M | $85M | $0 | 2 | 100 |
| Mar 2015 | $85M | $85M | $0 | 2 | 100 |
DateMar 2025
Total AUM$144.7M
Discretionary$144.3M
Non-Disc.$361.3K
Employees3
Clients0
DateMar 2024
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees5
Clients0
DateOct 2016
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees2
Clients100
DateAug 2016
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees2
Clients100
DateMay 2016
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees2
Clients100
DateDec 2015
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees2
Clients100
DateMar 2015
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees2
Clients100