RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERD Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERD Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERD Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
LAM, JON, CHRISTOPHERIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
SNEDDON, STUART, MICHAELIMANAGING MEMBERC Control
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
BARNETT, EDWARDIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA
PEREIASLAVTSEV, ANTONIOWNER/MEMBERA

Registrations

Federal

IA
Mar 13, 2025 REGISTERED

Notice Filings (5)

CA CO FL TX WA

Address

812 FREMONT AVE.
SUITE 101
SOUTH PASADENA, CA 91030
United States
Phone: 626-796-8898