RIA Intel›Advisers›New Jersey›NEWSTEAD CAPITAL MANAGEMENT LLC

NEWSTEAD CAPITAL MANAGEMENT LLC

Advisory

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$269K

across 10 accounts

AUM per adviser

$1M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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WRIGHT INVESTMENT PARTNERS LLC

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$3M

ROBERT A BONAVITO

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$3M

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