Newfound Research LLC
St. Petersburg, FL · CIK 1630806 · 13F filing filed 2026-07-22
SEC-registered investment adviser since 2012 · limited liability company
- Assets managed$1.1bn
- Staff5 · 1 in investment roles
- Main clients (by assets)Mutual funds and ETFs 100%
- Websiteblog.thinknewfound.com
- Form ADV · 2026-07-14SEC adviser record
- Kindmutual funds
- Others nearbySaint Petersburg, FL
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.