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New Generation Advisors, LLC
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Overview Share
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Manchester, Massachusetts
$559.0 million AUM
3 offices

New Generation Advisors, LLC is based in Manchester, Massachusetts and has $559.0 million in assets under management.

Location
13 Elm Street
Suite 2
Manchester, MA 01944
$559.0 million
AUM
12
Employees
AUM Share
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$559,022,000
Assets under management
2 clients
Number of clients
Average investment size is $279,511,000
50% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 2 $559,022,000 100% $279,511,000
Employees Share
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12
Employees
6
Investment analysts
50% of total employees
AUM per employee Share
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$559,022,000
Assets under management
$46,585,167
AUM per employee
$93,170,333
AUM per investment analyst
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Compensation

New Generation Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

New Generation Advisors, LLC provides the following services:

  • Portfolio management for pooled investment vehicles
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 109,776
SEC number 801-33044
Legal structure Limited Liability Company
Legal governance Massachusetts, United States
Latest ADV filing date March 27, 2020

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