Newfound Research is an investment advisor in Wellesley Hills with $88.96 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263296223
SEC advisor number
801-73042
FINRA CRD number
159064
AUM ?
$122.13 mm
(as of 14 Mar 24)
Accounts
3
(as of 14 Mar 24)
Employees
6
(2 investment advisory or research)
Address
Newfound Research
380 WASHINGTON STREET, 2ND FLOOR
WELLESLEY HILLS
MA 02481
380 WASHINGTON STREET, 2ND FLOOR
WELLESLEY HILLS
MA 02481
Phone
617-531-9773
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21
13F-HR
Quarterly holdings report by institutional manager
22 Jan 21
13F-HR
Quarterly holdings report by institutional manager
20 Oct 20
13F-HR
Quarterly holdings report by institutional manager
10 Aug 20