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NEWFOUND RESEARCH LLC

ST. PETERSBURG, FL · CRD 159064 · IAPD ↗ · blog.thinknewfound.com · (617) 531-9773

$1.11BRegulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
August 2026 — NEWFOUND RESEARCH LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
39
March 2026 — NEWFOUND RESEARCH LLC notice-filed in NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2026 — NEWFOUND RESEARCH LLC crossed $1B in regulatory AUM ($831.8M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2025 — NEWFOUND RESEARCH LLC crossed $500M in regulatory AUM ($122.1M -> $831.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
35
January 2025 — NEWFOUND RESEARCH LLC moved its main office from WELLESLEY HILLS, MA to ST. PETERSBURG, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — NEWFOUND RESEARCH LLC reported RAUM up 152% ($48.5M -> $122.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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