Newmarket Investment Management, Lp
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Overview
Newmarket Investment Management, Lp is an advisory company headquartered in Philadelphia, Pennsylvania. The firm handles $1.9 billion in assets across 13 accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has a small team, including 11 financial advisors. Newmarket Investment Management, Lp does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Newmarket Investment Management, Lp oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring client approval. The advisory firm's typical account size is $145.4 million. The average advisor at Newmarket Investment Management, Lp administers about one client account, making it one of the most individualized firms in the country.
Newmarket Investment Management, Lp's headquarters is at 1717 Arch Street, Philadelphia, Pennsylvania 19103. The firm is permitted to provide services to investors in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Newmarket Investment Management, Lp by the Numbers
$1.9 billion
20
13
$145.4 million
Fee Structure
Fees for financial advisory services largely vary depending on the type of financial services offered. However, fees charged by Newmarket Investment Management, Lp most likely are comprised of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Newmarket Investment Management, Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 13 accounts, Newmarket Investment Management, Lp's largest client group by number of accounts is pooled investment vehicles. Around 100% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Newmarket Investment Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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