SourcingSourcing

NEWFOUND RESEARCH LLC

C37
CRD 159064·SEC 801-73042·ST. PETERSBURG, FL
AUM
$1.11B
$1B+
Est. Revenue
$11.1M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWFOUND RESEARCH LLC
CRD
159064
SEC file #
801-73042
EIN
263296223
DBA names
—

Economics

AUM
$1.11B
AUM band
$1B+
AUM trajectory
'20'26
$144.2M → $1.11B▲ +669%
Client mix
Investment Companies8

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
ST. PETERSBURG FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
blog.thinknewfound.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEWFOUND HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
NEWFOUND HOLDINGS LLC
SAND HILL COVE MANAGEMENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001630806
Edgar Registered
Yes
Edgar Filing Count
39
Edgar First Filing Date
2016-02-02
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2022-10-13
Accession0001213900-22-063746

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
200 CENTRAL AVE 4TH FLOORSUITE 324ST. PETERSBURG, FL 33701
Business
200 CENTRAL AVE 4TH FLOORSUITE 324ST. PETERSBURG, FL 33701
Edgar EIN
263296223
Edgar Recent Filings
13F-NT2026-04-16 · 0001213900-26-044359
13F-NT2026-02-09 · 0001213900-26-013540
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
HOFFSTEIN, COREY, MICHAEL
Executive Officer · 2.5%
6014681
GRENDA, JILL, MARIE
Executive Officer · 2.5%
4442470