NEWBURY CAPITAL MANAGEMENT, LLC
SEC RegisteredInvestment Solutions To Last A Lifetime
About the firm
Newbury Capital Management, LLC is a privately held investment advisory and wealth management firm formed in July of 2009. The firm provides investment advice based upon unbiased research and a strict adherence to risk management, serving high net worth individuals/families and institutional investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and wealth management services including investment portfolios across strategies such as Dividend Growth, Social Impact, Global Growth, Focus Mutual Funds, Select Growth, and Bonds.
Who they serve
High net worth individuals/families and institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 343 | $23M |
| High Net Worth Individuals | 87 | $122M |
| Charitable Organizations | 3 | $6.2M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Common Stock - Under $1,000,000 | 1.50% |
| Common Stock - $1,000,000 and up | 1.00% |
| Fixed Income - Up to $999,000 | 1.00% |
| Fixed Income - $1,000,000 - $2,499,000 | 0.75% |
| Fixed Income - $2,500,000 to $4,999,999 | 0.63% |
| Fixed Income - $5,000,000 and up | 0.50% |
| Mutual Fund Equity - 1st $100,000 | 1.50% |
| Mutual Fund Equity - 2nd $100,000 | 1.38% |
| Mutual Fund Equity - 3rd $100,000 | 1.25% |
| Mutual Fund Equity - 4th $100,000 and up | 1.00% |
| Mutual Fund Fixed Income - 1st $100,000 | 1.00% |
| Mutual Fund Fixed Income - 2nd $100,000 | 0.88% |
| Mutual Fund Fixed Income - 3rd $100,000 | 0.75% |
| Mutual Fund Fixed Income - 4th $100,000 and up | 0.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWBURY CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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