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NEWFOUND RESEARCH LLC
CRD 159064File 801-73042
APPROVED
Filing as of Jul 14, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.