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NEW 2ND CAPITAL
Legal name: NEW 2ND CAPITAL ADVISORS, L.P.
CRD 292254File 801-114008
APPROVED
Custody
Filing as of Sep 15, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.NEW2NDCAPITAL.COM
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 type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 15 | $2.38B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $2,358,133,464 | $2,380,668,573 | increased by$22,535,109 |
| Apr 1, 2026 | Employees | 17 | 20 | increased by3 |
| Apr 1, 2026 | Clients | 10 | 15 | increased by5 |
| Apr 1, 2026 | AUM | $2,090,070,753 | $2,358,133,464 | increased by$268,062,711 |
| Apr 1, 2026 | Accounts | 10 | 15 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,336,313,873 | $2,090,070,753 | increased by$753,756,880 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 10 | increased by2 |
| Jul 1, 2022 | AUM | $1,263,022,247 | $1,336,313,873 | increased by$73,291,626 |
| Apr 1, 2022 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2022 | AUM | $873,503,548 | $1,263,022,247 | increased by$389,518,699 |
| 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 “NEW 2ND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW 2ND” 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.