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New Century Partners / The No-Load Group

New Century Partners-The No-Load Group, Inc. is a state-registered investment adviser in Fort Worth, TX. The firm manages approximately $59 million in...

New Century Partners / The No-Load Group

New Century Partners-The No-Load Group, Inc. is a state-registered investment adviser in Fort Worth, TX. The firm manages approximately $59 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Year founded

1996

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

New York, NY, United States

Principals

John V. Giudice

Co-Founder & Managing Director

E. Phillip Rossi

Co-Founder & Managing Director

Sector focus

Financial ServicesInvestment Advisory

Frequently asked questions

Who runs investment decisions at New Century Partners?

Co-founders John V. Giudice and E. Phillip Rossi serve as Managing Directors and appear to be the principal decision-makers. The firm has not disclosed a dedicated CIO or committee structure.

What investment strategies does New Century Partners use?

The firm's name and public filings suggest it focuses on open-end mutual funds, specifically no-load funds. It offers discretionary management with an emphasis on asset allocation and fund selection rather than direct equity or alternative investments.

Does New Century Partners participate in fund commitments as an LP?

The firm does not appear to commit capital to external pooled vehicles such as venture funds or private equity. Its stated model is to manage individual accounts, not act as an institutional LP.

What is the firm's known posture on co-investments?

New Century Partners does not appear to engage in co-investment activity. Its public profile describes only discretionary asset management in securities, not direct equity co-investments alongside GPs.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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