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New Century Partners / The No-Load Group
New Century Partners-The No-Load Group, Inc. is an SEC-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 an SEC-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
AUM
$100M - $500M (Altss estimate)
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
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.
Is New Century Partners a family office?
No. The firm is a registered investment advisor operating as the 'No-Load Group.' It does not claim to be a single- or multi-family office and has no publicly known link to a family fortune.
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.
How does New Century Partners source deal flow?
Given the firm's stated approach as a manager of no-load mutual funds, it generates exposure through fund selection rather than sourcing direct deals. There is no evidence of proprietary deal origination.
Where does the underlying wealth come from?
The firm serves high-net-worth individuals and institutions, but the specific origin of client or firm capital is not publicly disclosed. There is no single wealth origin tied to the firm itself.
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 Altss 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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