Link copied!
Fund Codex
New Generation Advisors, LLC
Find a fund
Fund Codex
About Fund Codex
Copyright © 2022 and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

New Generation Advisors, LLC Share
Link copied!

Table of Contents
Map Loading...
Overview Share
Link copied!
Back to Top
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.

13 Elm Street
Suite 2
Manchester, MA 01944
$559.0 million
AUM Share
Link copied!
Back to Top
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
Link copied!
Back to Top
Investment analysts
50% of total employees
AUM per employee Share
Link copied!
Back to Top
Assets under management
AUM per employee
AUM per investment analyst
About Share
Link copied!
Back to Top

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
Link copied!
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

Other Funds

See all...
H/2 Capital Partners
Fund: $6,391,360,468
Nisa Investment Advisors, LLC
Fund: $241,609,753,341
Palomar Ventures Management, LLC
Fund: Under $1 billion
Barings LLC
Fund: $276,341,204,592
Brooker Wealth Management
Fund: $479,088,300
Aspen Acquisitions Advisor, Inc.
Fund: Under $1 billion
Ironsides Partners LLC
Fund: $201,583,053
Paradigm Consulting, Inc.
Fund: $440,250,117
Greene Wealth Management, LLC
Fund: $958,765,430

More Funds

See all...
Miami Wealth Management ®
Fund: Under $1 billion
Sandhill Investment Management
Fund: $1,608,795,416
Nomura Asset Management Co., LTD.
Fund: $528,523,942,712
Asset Preservation Advisors Inc
Fund: $4,147,751,835
Globeflex Capital LP
Fund: $3,752,979,540
Socorro Asset Management
Fund: $171,550,966
Marianas Fund Management LLC
Fund: $401,965,405
Kennet Partners Limited
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to New Generation Advisors, LLC

See all...
Generational Wealth Advisors
Fund: $199,137,931
Capital Generation Partners LLP
Fund: $2,256,432,919
Generations Wealth, LLC
Fund: $224,804,385
Generation Investment Management LLP
Fund: Under $1 billion
401K Generation
Fund: $270,370,132
New Generation Advisors, LLC
Fund: $559,022,000