New Perspectives, Inc.
● SEC registered since 2018CRD 113925SEC# 801-112730Ridgeland, MS
Reg. AUM
$308.7M
Employees
8
Accounts
1,145
Location
Ridgeland, MS
New Perspectives, Inc. assets under management
New Perspectives, Inc. is an investment advisory firm registered with the SEC based in Ridgeland, MS. The firm has been registered since 2018. It reports $308.7 million in regulatory assets under management and employs 8 people.
New Perspectives, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Ryder Taff | Managing Director | Over 75% | 2016 |
| Nancy Lottridge Anderson Control | President - Chief Compliance Officer | 25-50% | 1993 |
Frequently asked questions
How much does New Perspectives, Inc. manage?
New Perspectives, Inc. reports $308.7 million in regulatory assets under management on its Form ADV.
How many employees does New Perspectives, Inc. have?
New Perspectives, Inc. reports 8 employees.
Where is New Perspectives, Inc. located?
New Perspectives, Inc. is based in Ridgeland, MS and has been SEC-registered since 2018.
Does New Perspectives, Inc. disclose fund performance?
New Perspectives, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 303 Highland Park Cove, Suite B, Ridgeland, MS 39157 |
| Phone | 601-991-3158 |
| Fax | 601-991-3168 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1909565 |
| Discloses disciplinary history | No |
Regulatory AUM
$308.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$308.7Mregulatory AUM
Discretionary $308.7M