Newfoundland Capital Management US, LLC

Fee-Only (% of Portfolio)

Newfoundland Capital Management provides investment management services to private investment funds and institutional separately managed accounts. Newfoundland manages client assets according to the Funds' governing documents or the SMA's investment advisory agreement. They direct and manage the investment and reinvestment of client assets and provide periodic reports to clients and fund investors. Investment restrictions for the Funds are established in the applicable Funds’ Governing Documents.

Assets Under Management$140M
Clients7
AdvisorsN/A
Avg. per Client$20M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Newfoundland Capital Management primarily serves pooled investment vehicles and institutional separately managed accounts, not individual investors. Therefore, investment management fees are not applicable to individual investors.

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