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NEW 2ND CAPITAL

Legal name: NEW 2ND CAPITAL ADVISORS, L.P.

CRD 292254File 801-114008
APPROVED
Custody
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.38B
Top 25% of cohort (national)
Discretionary AUM
$2.25B
Non-discretionary $127.9M
Clients
15
15 accounts
Employees
20
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Sep 19, 2018
Principal office
666 THIRD AVENUE, SUITE 2401, NEW YORK, NY, 10017
Phone
2129139983

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.38B
Discretionary AUM
$2.25B
Non-discretionary AUM
$127.9M
Discretionary accounts
13
Non-discretionary accounts
2
Total accounts
15
AUM per client
$158.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles15$2.38B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)CARRIED INTEREST
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

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

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.