SourcingSourcing

NEWMARKET INVESTMENT MANAGEMENT, LP

C25
CRD 308098·SEC 801-118684·PHILADELPHIA, PA
AUM
$2.82B
$1B+
Est. Revenue
$28.2M
@ 1% on AUM
Est. EBITDA
$8.5M
@ 30% margin
Est. Deal Value
$67.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWMARKET INVESTMENT MANAGEMENT, LP
CRD
308098
SEC file #
801-118684
EIN
000000000
DBA names
—

Economics

AUM
$2.82B
AUM band
$1B+
AUM trajectory
'21'26
$886.5M → $2.82B▲ +218%
Client mix
Pooled Investment Vehicles28

Operations

Employees (total)
30
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'21'26
9 advisors → 16 advisors▲ +78%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow 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
newmarketcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEWMARKET INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
NEWMARKET INVESTMENT
HOHNS, ANDREW, SCOTT
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWMARKETCAPITAL.COM
Rdap Domain Creation Date
2002-12-02T22:15:39Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001999586
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-11-27
Edgar Last Filing Date
2025-11-07
Edgar Form D Count
3
Edgar Form D Offerings
2025-11-072025-11-07 · 0001315863-25-000786
2024-11-192024-11-19 · 0001315863-24-000833

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Bny Mellon28
Jpmorgan10
E*trade4
Edgar Addresses
Mailing
1325 NORTH BEACH STREET, SUITE 201PHILADELPHIA, PA 19125
Business
1325 NORTH BEACH STREET, SUITE 201PHILADELPHIA, PA 19125
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-11-07 · 0001315863-25-000786
D/A2024-11-19 · 0001315863-24-000833
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-12-02T22:15:39Z
Rdap Domain Last Changed
2022-12-08T21:13:40Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (2)

2
HOHNS, ANDREW, SCOTT
Executive Officer · 2.5%
4389249
SCHELLENGER, JEFFREY,
Executive Officer · 2.5%
7246429