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NEW VINTAGE PARTNERS LLC

NEW YORK, NY · CRD 327559 · IAPD ↗ · 917-364-0641

$281.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
15Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — NEW VINTAGE PARTNERS LLC (NEW YORK, NY) is newly SEC-registered with $281.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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