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NEWFOUND RESEARCH LLC
CRD 159064File 801-73042
APPROVED
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$1.11B
Clients
8
8 accounts
Employees
5
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 10, 2012
- Principal office
- 200 CENTRAL AVE, 4TH FLOOR STE 324, ST. PETERSBURG, FL, 33701
- Phone
- (617) 531-9773
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $138.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 8 | $1.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF CLIENTS' AUM/AUA
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 7 | 8 | increased by1 |
| Mar 1, 2026 | AUM | $831,809,578 | $1,109,782,153 | increased by$277,972,575 |
| Mar 1, 2026 | Accounts | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 7 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $88,956,000 | $831,809,578 | increased by$742,853,578 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 7 | increased by6 |
| Apr 1, 2022 | AUM | $41,400,000 | $88,956,000 | increased by$47,556,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEWFOUND RESEARCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEWFOUND RESEARCH” 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.