Newground Social Investment
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$153,451,694
Clients
120
44% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
120
Very HighAverage account size
$1,278,764
About
Newground Social Investment is a fee-only registered investment adviser that provides ESG- and SRI-focused money management and financial planning to individuals and institutions. The firm reports managing roughly $161 million across about 120 client relationships and typically works with clients who hold $1.5 million or more in investable assets.
Newground constructs individualized portfolios using a written Portfolio Allocation Statement (PAS) and typically implements larger accounts with individual securities and smaller accounts with mutual funds or ETFs. The firm frequently engages specialized sub-advisors and strategic partners for day-to-day trading, tax-efficient separate account management, due diligence, and reporting, and it participates in shareholder engagement and proxy voting consistent with ESG objectives.
Distinctive features include an exclusive, long-standing focus on ESG-SRI investing since its founding in 1994 and its organization as a Social Purpose Corporation (SPC). Newground also discloses active participation in industry groups such as the Interfaith Center on Corporate Responsibility and US SIF, offers counsel on private investment opportunities with ongoing due diligence, and routinely uses sub-advisors to seek greater customization and cost efficiency than commensurate fund alternatives.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Private / alternative investments
Charitable giving & philanthropy
Fee options
One-time, non-refundable account setup fee: $250 per individual/joint account; $400 per business/organization account (waivable at discretion)
$0 - $750,000: $750,000 - $1,000,000: 1.20% on the first $750,000; 1.10% on the amount between $750,000 - $1,000,000 $1,000,000 - $3,000,000: 1.00% on the first $3 million $3,000,000 - $5,000,000: 0.90% on the amount between $3 million - $5 million $5,000,000 - $10,000,000: 0.75% on the amount between $5 million - $10 million $10,000,000 - $35,000,000: 0.60% on the amount between $10 million - $35 million $35,000,000 - $50,000,000: 0.45% on the amount between $35 million - $50 million $50,000,000+: 0.30% on the amount above $50 million
$295 per hour for additional services outside the scope of advisory agreement
Account minimum: $750,000 Fee-only: Fee-only Registered Investment Advisor; no commissions or sales-based compensation
Main office location
Newground Social Investment
111 Queen Anne Ave N, Suite 500
Seattle WA 98109, United States
Number of offices
1
Most active in
Newground Social Investment has reported serving >5 clients in these states in the last 12 months.
Washington
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.
Quick links
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Website
(206) 522-1944
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