New Capital Management, LP
● SEC registered since 2004CRD 131658SEC# 801-63295Houston, TX
Reg. AUM
$533.5M
Employees
5
Accounts
777
Location
Houston, TX
New Capital Management, LP assets under management
New Capital Management, LP operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2004. It reports $533.5 million in regulatory assets under management and employs 5 people.
New Capital Management, LP owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leonard Michael Golub Control | Limited Partner/Chief Compliance Officer | Over 75% | 2004 |
| Solaris Advisors, LLC Control | General Partner | Under 5% | 2004 |
| Leonard Michael Golub Control | Manager And Member | Over 75% | 2004 |
Frequently asked questions
How much does New Capital Management, LP manage?
New Capital Management, LP reports $533.5 million in regulatory assets under management on its Form ADV.
How many employees does New Capital Management, LP have?
New Capital Management, LP reports 5 employees.
Where is New Capital Management, LP located?
New Capital Management, LP is based in Houston, TX and has been SEC-registered since 2004.
Does New Capital Management, LP disclose fund performance?
New Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3355 West Alabama Street, Suite 275, Houston, TX 77098 |
| Phone | 713-874-1444 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1696731 |
| Discloses disciplinary history | No |
Regulatory AUM
$533.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$533.5Mregulatory AUM
Discretionary $520.5MNon-discretionary $13M