New Capital Management, LP
New Capital Management, LP (CRD# 131658) is a financial advisory firm headquartered in Houston, TX. They manage $239,446,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management239MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$3,109,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Leonard Golub (CRD# 4815395) is an Investment Advisor Representative working at New Capital Management, LP in Houston, TX and has 1 year of experience in the finance industry.