← Tributary

NEWMARKET INVESTMENT MANAGEMENT, LP

PHILADELPHIA, PA · CRD 308098 · IAPD ↗ · newmarketcapital.com · 215-701-9690

$2.82BRegulatory AUM
16Advisory reps
30Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — NEWMARKET INVESTMENT MANAGEMENT, LP reported RAUM up 30% ($2.06B -> $2.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — NEWMARKET INVESTMENT MANAGEMENT, LP grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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