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NEWBURY CAPITAL MANAGEMENT, LLC

SOUTH PASADENA, CA · CRD 148516 · IAPD ↗ · newburyllc.com · 626-796-8898

$154.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2024 — NEWBURY CAPITAL MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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