Newlin Capital Partners, LLC (Newtown)

Name: Newlin Capital Partners, LLC
Address: 503 East Washington Avenue, Newtown, PA, 18940
Telephone: 215-525-2010

Newlin Capital Partners, LLC is a large advisory firm based in Newtown. It manages $94.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

Newlin Capital Partners provides selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newlin Capital Partners: assets under management

The assets under management (AUM) of Newlin Capital Partners, LLC is $94.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $94.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.65 million each.

Newlin Capital Partners has custody of $94.6 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newlin Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Newlin Capital Partners serves?

The only and largest group of clients of Newlin Capital Partners is pooled investment vehicles with 4 clients and $94.6 million of assets under management. Among the 8 most similar advisory firms, Newlin Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $94.6 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Newlin Capital Partners also advises several private funds. Namely, two real estate funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $2,000,000.

Careers at Newlin Capital Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Honstein Leroy Robert	Senior managing director; chief compliance officer	1 Jan 2003	50% - 75%	6026788
Barbara Skomasa Brown	Senior managing director	1 Feb 2005	25% - 50%	6028629
Llc Newlin Capital Partners	General partner of ncp gp i, lp	1 Oct 2005	Other	20-8152437
Honstein Leroy Robert	Limited partner of ncp gp i, lp	1 Oct 2005	50% - 75%	6026788
Barbara Skomasa Brown	Limited partner of ncp gp i, lp	1 Oct 2005	25% - 50%	6028629
Honstein Leroy Robert	Limited partner of ncp gp i, lp	1 Nov 2005	50% - 75%	6026788
Barbara Skomasa Brown	Limited partner of ncp gp i, lp	1 Nov 2005	25% - 50%	6028629
Llc Newlin Capital Partners	General partner of newlin capital partners gp ii, lp	1 Oct 2007	Other	20-5850752
Barbara Skomasa Brown	Limited partner of newlin capital partners gp ii, lp	1 Oct 2007	25% - 50%	6028629
Honstein Leroy Robert	Limited partner of newlin capital partners gp ii, lp	1 Oct 2077	50% - 75%	6026788

Based in Newtown

The principal office where Newlin Capital Partners, LLC performs its advisory services is located at 503 East Washington Avenue, Newtown, PA 18940, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-525-2010. The normal business hours are 8:30 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at newlincapital.com.