← Tributary

NEW CAPITAL PARTNERS

BIRMINGHAM, AL · CRD 160075 · IAPD ↗ · newcapitalpartners.com · 205-939-8400

$232.6MRegulatory AUM
6Advisory reps
8Employees
5Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — NEW CAPITAL PARTNERS reported RAUM down 62% ($614.8M -> $232.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — NEW CAPITAL PARTNERS crossed $500M in regulatory AUM ($355.3M -> $614.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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