The NEWRETIREMENT is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NEWRETIREMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1 BELVEDERE PLACE SUITE 200, MILL VALLEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 14 investment and 1 non-investment staff. The total number of Employees increased by 400% over the last 5-years.
Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $0 and Individuals own $0.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees.
NEWRETIREMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.