NEW CAPITAL MANAGEMENT, LP
CRD #131658 SEC #801-63295 HOUSTON, TX 713-874-1444
SEC Registered
Total AUM
$465.8M
Discretionary
$451.9M
Employees
5
Clients
51
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $465.8M | $451.9M | $14M | 5 | 0 |
| May 2024 | $416.1M | $403.5M | $12.7M | 4 | 0 |
| Mar 2024 | $416.1M | $403.5M | $12.7M | 4 | 0 |
| Apr 2023 | $353.4M | $341.2M | $12.1M | 4 | 0 |
| Mar 2023 | $353.4M | $341.2M | $12.1M | 4 | 0 |
| Mar 2022 | $383M | $369M | $14M | 4 | 0 |
| Mar 2021 | $316M | $293M | $23M | 4 | 96 |
| Jun 2020 | $308.3M | $284.2M | $24.2M | 3 | 89 |
| Mar 2020 | $308.3M | $284.2M | $24.2M | 3 | 89 |
| Aug 2019 | $312M | $292M | $20M | 3 | 85 |
| May 2019 | $312M | $292M | $20M | 4 | 85 |
| Apr 2019 | $312M | $292M | $20M | 4 | 85 |
| Apr 2019 | $312M | $292M | $20M | 4 | 85 |
| Mar 2018 | $317M | $238M | $79M | 4 | 85 |
| Mar 2017 | $311M | $240M | $71M | 3 | 26 |
| Apr 2016 | $239.4M | $183.8M | $55.6M | 3 | 26 |
| Apr 2015 | $229.7M | $165M | $64.7M | 2 | 26 |
| Apr 2014 | $205M | $150M | $55M | 1 | 26 |
| Apr 2013 | $165M | $120M | $45M | 1 | 26 |
| Apr 2012 | $145M | $100M | $45M | 6 | 26 |
| Mar 2012 | $145M | $100M | $45M | 6 | 26 |
| Mar 2011 | $145M | $91M | $54M | 10 | -- |
| Feb 2009 | $80M | $60M | $20M | 5 | -- |
| Feb 2007 | $65M | $0 | $65M | 5 | -- |
| Mar 2006 | $50M | $0 | $50M | 5 | -- |
| Jun 2004 | $35M | $1M | $34M | 5 | -- |
DateMar 2025
Total AUM$465.8M
Discretionary$451.9M
Non-Disc.$14M
Employees5
Clients0
DateMay 2024
Total AUM$416.1M
Discretionary$403.5M
Non-Disc.$12.7M
Employees4
Clients0
DateMar 2024
Total AUM$416.1M
Discretionary$403.5M
Non-Disc.$12.7M
Employees4
Clients0
DateApr 2023
Total AUM$353.4M
Discretionary$341.2M
Non-Disc.$12.1M
Employees4
Clients0
DateMar 2023
Total AUM$353.4M
Discretionary$341.2M
Non-Disc.$12.1M
Employees4
Clients0
DateMar 2022
Total AUM$383M
Discretionary$369M
Non-Disc.$14M
Employees4
Clients0
DateMar 2021
Total AUM$316M
Discretionary$293M
Non-Disc.$23M
Employees4
Clients96
DateJun 2020
Total AUM$308.3M
Discretionary$284.2M
Non-Disc.$24.2M
Employees3
Clients89
DateMar 2020
Total AUM$308.3M
Discretionary$284.2M
Non-Disc.$24.2M
Employees3
Clients89
DateAug 2019
Total AUM$312M
Discretionary$292M
Non-Disc.$20M
Employees3
Clients85
DateMay 2019
Total AUM$312M
Discretionary$292M
Non-Disc.$20M
Employees4
Clients85
DateApr 2019
Total AUM$312M
Discretionary$292M
Non-Disc.$20M
Employees4
Clients85
DateApr 2019
Total AUM$312M
Discretionary$292M
Non-Disc.$20M
Employees4
Clients85
DateMar 2018
Total AUM$317M
Discretionary$238M
Non-Disc.$79M
Employees4
Clients85
DateMar 2017
Total AUM$311M
Discretionary$240M
Non-Disc.$71M
Employees3
Clients26
DateApr 2016
Total AUM$239.4M
Discretionary$183.8M
Non-Disc.$55.6M
Employees3
Clients26
DateApr 2015
Total AUM$229.7M
Discretionary$165M
Non-Disc.$64.7M
Employees2
Clients26
DateApr 2014
Total AUM$205M
Discretionary$150M
Non-Disc.$55M
Employees1
Clients26
DateApr 2013
Total AUM$165M
Discretionary$120M
Non-Disc.$45M
Employees1
Clients26
DateApr 2012
Total AUM$145M
Discretionary$100M
Non-Disc.$45M
Employees6
Clients26
DateMar 2012
Total AUM$145M
Discretionary$100M
Non-Disc.$45M
Employees6
Clients26
DateMar 2011
Total AUM$145M
Discretionary$91M
Non-Disc.$54M
Employees10
Clients--
DateFeb 2009
Total AUM$80M
Discretionary$60M
Non-Disc.$20M
Employees5
Clients--
DateFeb 2007
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--
DateMar 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateJun 2004
Total AUM$35M
Discretionary$1M
Non-Disc.$34M
Employees5
Clients--