Advisor at New Albany Capital Partners, LLC
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Firm
New Albany Capital Partners, LLC
Location
Bluffton, SC
Credentials
CFA®
Industry experience
22 years
John Lewis is a CFA® charterholder and principal of New Albany Capital Partners, LLC, with 22 years of industry experience. He has worked at RedTree Investment Group in two separate periods before and after his long tenure at New Albany Capital Partners, where he has been since 2007. In 2023, Lewis began volunteering on the investment sub-committee of the finance committee for Berkeley Hall Club, Inc., a nonprofit organization operating a golf club and community services in Bluffton, SC. New Albany Capital Partners is a small independent registered investment adviser providing discretionary portfolio management for individuals, nonprofits, and select institutional clients. The firm employs a value-oriented investment style that incorporates fundamental analysis, ETFs, individual equities, mutual funds, and, for some accounts, derivatives and specialized fixed income securities, with a notable focus on nonprofit and institutional mandates.
Based on New Albany Capital Partners, LLC
$0 - $250,000: 1.75% annually $250,000 - $500,000: 1.5% annually $500,000 - $1,000,000: 1.25% annually $1,000,000+: 0.75% annually
Bluffton, SC
South Carolina
RedTree Investment Group
2022 - 2023 (1 year)
RedTree Investment Group
2019 - 2021 (2 years)
New Albany Capital Partners, LLC
2007 - Present (19 years)
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