NEWMAN LADD CAPITAL ADVISORS, LLC.
CRD #129860 SEC #801-79297 CAMILLUS, NY 315-299-8979
SEC Registered
Total AUM
$93.1M
Discretionary
$92.8M
Employees
2
Clients
101
Accounts
355
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Irwin, Jack, Austin | I | CHIEF COMPLIANCE OFFICER | NA | |
| Irwin, Jack, Austin | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| PARKIN, DANIEL, ALFRED | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLS, ROBERT, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOEN, ANDREW, T | I | MANAGING DIRECTOR AND SECRETARY | E | Control |
| MOEN, ANDREW, T | I | MANAGING DIRECTOR AND SECRETARY | E | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | PRESIDENT & SECRETARY | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MOEN, ANDREW, T | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MCCARTHY, JAMES, FRANCIS | I | SECRETARY/TREASURER | C | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | C | Control |
| MCCARTHY, JAMES, FRANCIS | I | VICE PRESIDENT & SECRETARY | C | Control |
| MOEN, ANDREW, T | I | VICE PRESIDENT | C | Control |
| MILLS, ROBERT, PAUL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| MILLS, ROBERT, PAUL | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Jan 27, 2025 REGISTERED
Notice Filings (3)
FL NY TX
Address
5100 WEST GENESEE STREETCAMILLUS, NY 13031
United States
Phone: 315-299-8979