RIA Intel›Advisers›New Jersey›NEW CENTURY ASSET MANAGEMENT INC

NEW CENTURY ASSET MANAGEMENT INC

Advisory

N·WAYNE, NJ

Data as of Mar 22, 2016 · Source: SEC Form ADV

Total AUM

$238M

1-Year AUM Growth

+1.4%

3-Year CAGR

+6.9%

Employees

4

Assets Under Management

Total AUM$238M

Discretionary AUM$177M

Non-Discretionary AUM$62M

Discretionary %74.2%

Total Clients—

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingMar 30, 2001

Latest FilingMar 22, 2016

🔒 Full AUM trend chart and 50 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NEW CENTURY ASSET MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.