New China Capital Management, LP (Stamford)
New China Capital Management, LP is a large advisory firm based in Stamford. It manages $552.38 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.
New China Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
New China Capital Management: assets under management
The assets under management (AUM) of New China Capital Management, LP is $552.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and $552.38 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay New China Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients New China Capital Management serves?
The only and largest group of clients of New China Capital Management is pooled investment vehicles with 3 clients and $552.38 million of assets under management. Among the 11 most similar advisory firms, New China Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $552.38 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.
New China Capital Management also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.
Careers at New China Capital Management, LP
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 6 indirect owners.Based in Stamford
The principal office where New China Capital Management, LP performs its advisory services is located at One Dock Street, Stamford, CT 06902 5836, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-328-1800 or by fax 203-328-1801. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at cathay-capital.com.
Registered investment advisers similar to New China Capital Management, LP
- Keb Asset Management
- Mark Asset Management Corporation
- Perry Corp
- Evermay Wealth Management
- Cb&T Wealth Management
- Sloan Investment Management, L.L.C
- Ecm U.S
- Stratford Consulting
- Cruden Bay Investment Management
- Bay Hills Capital Management
- Charles D. Haines
- Baydush Simon Weaver
- Awm Investment Company
- Brentwood Private Equity Iv
- The Ithaka Group