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Newground Social Investment, Spc (Seattle)


Newground Social Investment, Spc is an adviser based in Seattle. It manages $92.2 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2015.

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Newground Social Investment, Spc provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newground Social Investment, Spc: assets under management

The assets under management (AUM) of Newground Social Investment, Spc is $92.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $92.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $602.61 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newground Social Investment, Spc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Newground Social Investment, Spc performs its advisory services is located at 111 Queen Anne Ave N, Suite 500, Seattle, WA 98109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (206) 522-1944. The normal business hours are by appointment 10:00am-3:00pm on Monday - Friday. You can find more information about the New York firm at newground.net.


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