New Capital Management, LP
New Capital Management, LP is an SEC-registered wealth manager in Houston, TX with $533.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns New Capital Management, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131658, SEC 801-63295, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $533.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 5
- Clients
- 130
- CRD
- 131658
- Ownership
- SOLARIS ADVISORS, LLC; GOLUB, LEONARD, MICHAEL
How much AUM does New Capital Management, LP have?
New Capital Management, LP reported $533.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns New Capital Management, LP?
Disclosed owners and executives of New Capital Management, LP include SOLARIS ADVISORS, LLC, GOLUB, LEONARD, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.