New Capital Partners
New Capital Partners is an SEC-registered asset manager in Birmingham, AL with $232.6M assets under management (AUM, regulatory AUM), -62% over one year. See who owns New Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160075, SEC 801-73399, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $232.6M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Birmingham, AL
- Employees
- 8
- Clients
- 5
- CRD
- 160075
- Ownership
- OUTLAND, JAMES, KENDALL; LITTLE, JAMES, BRAWNER; LEVERING, DANA, BAILEY; Beall, William, Kendrick
How much AUM does New Capital Partners have?
New Capital Partners reported $232.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns New Capital Partners?
Disclosed owners and executives of New Capital Partners include OUTLAND, JAMES, KENDALL, LITTLE, JAMES, BRAWNER, LEVERING, DANA, BAILEY, Beall, William, Kendrick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.