NEWBURY CAPITAL MANAGEMENT, LLC
CRD #148516 SEC #801-110353 SOUTH PASADENA, CA 626-796-8898
SEC Registered
Total AUM
$144.4M
Discretionary
$134.1M
Employees
4
Clients
--
Accounts
406
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.4M | $134.1M | $10.3M | 4 | 0 |
| Apr 2024 | $143M | $133.4M | $9.7M | 5 | 0 |
| Mar 2024 | $143M | $133.4M | $9.7M | 5 | 0 |
| Mar 2023 | $138.5M | $131.1M | $7.4M | 5 | 0 |
| Mar 2022 | $156.5M | $146.6M | $9.9M | 5 | 0 |
| Mar 2021 | $151.9M | $143.9M | $8M | 5 | 0 |
| Jun 2020 | $147.9M | $141.5M | $6.4M | 5 | 0 |
| Feb 2020 | $147.9M | $141.5M | $6.4M | 5 | 0 |
| Dec 2019 | $126.9M | $116.6M | $10.3M | 6 | 0 |
| Feb 2019 | $126.9M | $116.6M | $10.3M | 5 | 0 |
| Mar 2018 | $122.2M | $115.1M | $7.1M | 5 | 0 |
| May 2017 | $103.1M | $101.2M | $2M | 5 | 120 |
| Mar 2017 | $103.1M | $101.2M | $2M | 5 | 120 |
| May 2011 | $50.7M | $48.7M | $2M | 5 | -- |
| May 2011 | $50.7M | $48.7M | $2M | 5 | -- |
| Apr 2011 | $50.7M | $48.7M | $2M | 5 | -- |
| Jan 2011 | $50.7M | $48.7M | $2M | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$144.4M
Discretionary$134.1M
Non-Disc.$10.3M
Employees4
Clients0
DateApr 2024
Total AUM$143M
Discretionary$133.4M
Non-Disc.$9.7M
Employees5
Clients0
DateMar 2024
Total AUM$143M
Discretionary$133.4M
Non-Disc.$9.7M
Employees5
Clients0
DateMar 2023
Total AUM$138.5M
Discretionary$131.1M
Non-Disc.$7.4M
Employees5
Clients0
DateMar 2022
Total AUM$156.5M
Discretionary$146.6M
Non-Disc.$9.9M
Employees5
Clients0
DateMar 2021
Total AUM$151.9M
Discretionary$143.9M
Non-Disc.$8M
Employees5
Clients0
DateJun 2020
Total AUM$147.9M
Discretionary$141.5M
Non-Disc.$6.4M
Employees5
Clients0
DateFeb 2020
Total AUM$147.9M
Discretionary$141.5M
Non-Disc.$6.4M
Employees5
Clients0
DateDec 2019
Total AUM$126.9M
Discretionary$116.6M
Non-Disc.$10.3M
Employees6
Clients0
DateFeb 2019
Total AUM$126.9M
Discretionary$116.6M
Non-Disc.$10.3M
Employees5
Clients0
DateMar 2018
Total AUM$122.2M
Discretionary$115.1M
Non-Disc.$7.1M
Employees5
Clients0
DateMay 2017
Total AUM$103.1M
Discretionary$101.2M
Non-Disc.$2M
Employees5
Clients120
DateMar 2017
Total AUM$103.1M
Discretionary$101.2M
Non-Disc.$2M
Employees5
Clients120
DateMay 2011
Total AUM$50.7M
Discretionary$48.7M
Non-Disc.$2M
Employees5
Clients--
DateMay 2011
Total AUM$50.7M
Discretionary$48.7M
Non-Disc.$2M
Employees5
Clients--
DateApr 2011
Total AUM$50.7M
Discretionary$48.7M
Non-Disc.$2M
Employees5
Clients--
DateJan 2011
Total AUM$50.7M
Discretionary$48.7M
Non-Disc.$2M
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--