Newbury Capital Management, LLC

Newbury Capital Management, LLC (CRD# 148516) is a financial advisory firm headquartered in Pasadena, CA. They manage $91,500,000 in 308 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $297,078
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Newbury Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jon C. Lam
CRD#: 1860840
600 Playhouse Alley, Suite 500, Pasadena, CA 91101
93
Wealthminder
score

Jon Lam (CRD# 1860840) is an Investment Advisor Representative working at Newbury Capital Management, LLC in Pasadena, CA and has over 28 years of experience in the finance industry.

2
Stuart M. Sneddon
CRD#: 2038208
600 Playhouse Alley, Suite 500, Pasadena, CA 91101
90
Wealthminder
score

Stuart Sneddon (CRD# 2038208) is an Investment Advisor Representative working at Newbury Capital Management, LLC in Pasadena, CA and has 1 year of experience in the finance industry.

3
Edward Barnett
CRD#: 4228017
600 Playhouse Alley, Suite 500, Pasadena, CA 91101
73
Wealthminder
score

Edward Barnett (CRD# 4228017) is an Investment Advisor Representative working at Newbury Capital Management, LLC in Pasadena, CA and has over 12 years of experience in the finance industry.

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