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NEWSPRING CAPITAL

RADNOR, PA · CRD 160608 · IAPD ↗ · 610-567-2387

$3.34BRegulatory AUM
54Advisory reps
76Employees
0Clients
n/aPlanning clients
27Private funds
7States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

65
April 2025 — NEWSPRING CAPITAL grew from 46 to 56 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2024 — NEWSPRING CAPITAL reported RAUM up 31% ($2.35B -> $3.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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