NEWBURY CAPITAL MANAGEMENT, LLC

CRD 148516File 801-110353

APPROVED

Retail clients

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$154.1M

Bottom 25% of cohort (national)

Discretionary AUM

$143.2M

Non-discretionary $11.0M

Clients

437

437 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 7, 2017
Principal office: 812 FREMONT AVE., SUITE 101, SOUTH PASADENA, CA, 91030
Phone: 626-796-8898
Website: HTTP://WWW.NEWBURYLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $154.1M
Discretionary AUM: $143.2M
Non-discretionary AUM: $11.0M
Discretionary accounts: 242
Non-discretionary accounts: 195
Total accounts: 437
AUM per client: $353K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.9M
High net worth individuals	87	$122.0M
Pension and profit sharing plans	Fewer than 5	$6.2M
Individuals (other than high net worth individuals)	343	$23.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small 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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.