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NEW CAPITAL MANAGEMENT, LP

HOUSTON, TX · CRD 131658 · IAPD ↗ · newcapitalmgmt.com · 713-874-1444

$533.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — NEW CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($465.8M -> $533.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.