Newfound Research LLC
● SEC registered since 2012CRD 159064SEC# 801-73042St. Petersburg, FL
Reg. AUM
$1.11B
Employees
5
Accounts
8
Location
St. Petersburg, FL
Newfound Research LLC assets under management
Newfound Research LLC is an SEC-registered investment adviser based in St. Petersburg, FL. The firm has been registered since 2012. It reports $1.1 billion in regulatory assets under management and employs 5 people.
Newfound Research LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corey Michael Hoffstein Control | Chief Executive Officer, Chief Investment Officer; Chief Technology Officer | Under 5% | 2008 |
| Jill Marie Grenda | Chief Compliance Officer | Under 5% | 2025 |
| Newfound Holdings LLC Control | Member | Over 75% | 2010 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Newfound Research LLC manage?
Newfound Research LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Newfound Research LLC have?
Newfound Research LLC reports 5 employees.
Where is Newfound Research LLC located?
Newfound Research LLC is based in St. Petersburg, FL and has been SEC-registered since 2012.
Does Newfound Research LLC disclose fund performance?
Newfound Research LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Central Ave, 4th Floor Ste 324, St. Petersburg, FL 33701 |
| Phone | (617) 531-9773 |
| Fax | (617) 356-8116 |
| Office hours | 9 a.m. - 6 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1630806 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 809%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B