Newgrange Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,000,000
Total clients
9
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$2,444,444
About
Newgrange Asset Management manages about $22 million for nine individual clients, including high-net-worth individuals, and provides ongoing portfolio management and financial planning. The firm offers advice across equities, fixed income, mutual funds, exchange-traded funds, real estate funds and derivatives, and implements client accounts through a qualified custodian.
The firm documents client goals in an Investment Policy Statement and applies both fundamental and technical analysis to construct model-based portfolios and individualized recommendations. It accepts both discretionary and non-discretionary authority, and the brochure indicates roughly $7 million of the firm’s $22 million is managed on a discretionary basis, meaning most assets are handled on a non-discretionary basis.
Noteworthy for a firm of its size, Newgrange employs options strategies—including covered, uncovered and spread positions—which introduce higher potential risk relative to typical long-only approaches, and it does not aggregate trades across multiple client accounts. The combination of a very small client roster with relatively large assets per client and a predominance of non-discretionary mandates shapes its client servicing and trading practices in ways that differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$500,000 - $1,000,000: 0.60% $1,000,000 - $3,000,000: 0.45% $3,000,000 - $10,000,000: 0.35% $10,000,000+: Negotiable
Account minimum: $500,000 Fee-only: Fees are charged based on a tiered percentage of assets under management with rates from 0.60% to 0.35% for specified tiers; fees above $10 million are negotiable. No commissions or other compensation accepted.
Main office location
Newgrange Asset Management LLC
Strongsville OH, United States
Number of offices
1
Most active in
Newgrange Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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