New State Capital Partners

Fee-Only (% of Portfolio)

New State Capital Partners LLC and New State Advisors LP provide investment management services exclusively to private equity funds rather than individual retail investors. Founded in 2013 and based in New Rochelle, New York, the firm focuses on acquiring control investments in lower-middle-market companies with the goal of growing earnings and enhancing valuations. The firm manages capital commitments on a discretionary basis for its fund clients, utilizing various investment strategies including leveraged buyouts, distressed debt, and operational improvements.

Assets Under Management$2B

Clients19

AdvisorsN/A

Avg. per Client$100M

Avg. per AdvisorN/A

www.linkedin.com/company/new-state-capital-part... ·www.newstatecp.com ·forgeselect.com

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

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