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NEW CENTURY PARTNERS

CRD 110350File 801-34369
APPROVED
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.12B
Clients
2
3 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
SFRO
Registration date
May 4, 1989
Principal office
Not reported
Phone
914-715-3427
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.12B
Discretionary AUM
$1.12B
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$559.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plansFewer than 5$1.07B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients32decreased by1
Mar 1, 2026AUM$1,046,811,945$1,118,943,638increased by$72,131,693
May 1, 2025
vs Oct 1, 2022
Employees31decreased by2
May 1, 2025
vs Oct 1, 2022
AUM$894,930,442$1,046,811,945increased by$151,881,503
Jan 1, 2022AUM$686,154,867$894,930,442increased by$208,775,575
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “NEW CENTURY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW CENTURY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.