NEWFOUND RESEARCH LLC
CRD #159064 SEC #801-73042 ST. PETERSBURG, FL (617) 531-9773
SEC Registered
Total AUM
$831.8M
Discretionary
$831.8M
Employees
6
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $831.8M | $831.8M | $0 | 6 | 7 |
| Feb 2025 | $122.1M | $122.1M | $0 | 6 | 7 |
| Dec 2024 | $122.1M | $122.1M | $0 | 6 | 7 |
| Sep 2024 | $122.1M | $122.1M | $0 | 6 | 7 |
| May 2024 | $122.1M | $122.1M | $0 | 6 | 7 |
| Mar 2024 | $122.1M | $122.1M | $0 | 6 | 7 |
| Mar 2023 | $48.5M | $48.5M | $0 | 6 | 13 |
| Mar 2022 | $89M | $89M | $0 | 5 | 17 |
| Mar 2021 | $41.4M | $41.4M | $0 | 5 | 17 |
| Mar 2020 | $114.8M | $114.8M | $0 | 6 | 17 |
| Dec 2019 | $144.2M | $144.2M | $0 | 6 | 21 |
| Oct 2019 | $144.2M | $144.2M | $0 | 6 | 21 |
| Mar 2019 | $144.2M | $144.2M | $0 | 6 | 21 |
| Mar 2018 | $189.3M | $189.3M | $0 | 9 | 16 |
| Mar 2017 | $127M | $127M | $0 | 12 | 26 |
| Mar 2016 | $91.5M | $91.5M | $0 | 16 | 11 |
| Jun 2015 | $92M | $92M | $0 | 11 | 11 |
| Mar 2015 | $80M | $80M | $0 | 9 | 11 |
| Oct 2014 | $26.8M | $26.8M | $0 | 9 | 11 |
| Sep 2014 | $26.4M | $26.4M | $0 | 9 | 11 |
| Jul 2014 | $26.4M | $26.4M | $0 | 9 | 11 |
| Apr 2014 | $514K | $514K | $0 | 8 | 11 |
DateMar 2025
Total AUM$831.8M
Discretionary$831.8M
Non-Disc.$0
Employees6
Clients7
DateFeb 2025
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients7
DateDec 2024
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients7
DateSep 2024
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients7
DateMay 2024
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients7
DateMar 2024
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients7
DateMar 2023
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees6
Clients13
DateMar 2022
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients17
DateMar 2021
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees5
Clients17
DateMar 2020
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees6
Clients17
DateDec 2019
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees6
Clients21
DateOct 2019
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees6
Clients21
DateMar 2019
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees6
Clients21
DateMar 2018
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees9
Clients16
DateMar 2017
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees12
Clients26
DateMar 2016
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees16
Clients11
DateJun 2015
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees11
Clients11
DateMar 2015
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees9
Clients11
DateOct 2014
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees9
Clients11
DateSep 2014
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees9
Clients11
DateJul 2014
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees9
Clients11
DateApr 2014
Total AUM$514K
Discretionary$514K
Non-Disc.$0
Employees8
Clients11