NEWFOUND RESEARCH LLC

CRD 159064 · SEC 801-73042

200 CENTRAL AVE, 4TH FLOOR STE 324, ST. PETERSBURG, FL, 33701, United States

Phone

(617) 531-9773

Fax

(617) 356-8116

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.11B

Discretionary AUM

$1.11B

Team

5 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; % OF CLIENTS' AUM/AUA

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

Services

Portfolio management (investment companies)LICENSE MODEL PORTFOLIOS; MODEL PORTFOLIO CONSULTING, MODEL INDEX PROVIDER

Type	Clients	AUM
Investment companies	8	$1.11B

CO, NY, WA, FL

Official SEC filing: View on IAPD