SourcingSourcing

NEW CHINA CAPITAL MANAGEMENT CORP.

B60
CRD 295905·SEC 801-127746·STAMFORD, CT
AUM
$233.7M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$701K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEW CHINA CAPITAL MANAGEMENT CORP.
CRD
295905
SEC file #
801-127746
EIN
—
DBA names
—

Economics

AUM
$233.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$268.0M → $233.7M▼ -13%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cathay-capital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRUST CATHAY MANAGEMENT, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TRUST CATHAY MANAGEMENT, LLC
WOLANSKY, PAUL, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CATHAY-CAPITAL.COM
Rdap Domain Creation Date
2004-05-14T10:06:43Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Alibaba Cloud Computing (Beijing) Co., Ltd.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-14T10:06:43Z
Rdap Domain Last Changed
2026-02-14T14:39:49Z
Rdap Nameservers
Dns17.hichina.comDns18.hichina.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
Yes

People (3)

3
WOLANSKY, PAUL, STEVEN
Direct Owner · 62.5%
6025701
ENG, ANITA, HO
Executive Officer · 2.5%
2819314
STILLMAN, ROBERT, JAMES
Executive Officer · 2.5%
7086082