Bank / Wealth / TrustRIA · CRD 296798SEC-Registered

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New World Advisors

New World Advisors was established in 2018 and is headquartered in Hingham, Massachusetts. The firm operates as a boutique private wealth manager, serving...

New World Advisors logo

New World Advisors

New World Advisors was established in 2018 and is headquartered in Hingham, Massachusetts. The firm operates as a boutique private wealth manager, serving individuals, high-net-worth families, trusts, and charitable organizations. It was founded with the stated goal of delivering private wealth services in a client-centric manner, emphasizing trust, integrity, and transparency as core relationship principles. The firm invests in both public and private markets, constructing portfolios from what it identifies as active investment strategies with the potential to generate excess returns. Asset classes are not itemized on its public materials, but its process description points to manager due diligence, ongoing portfolio upgrades as market conditions shift, and continuous risk monitoring across factor exposures and positioning. On the private-markets side, New World Advisors seeks opportunities that arise as the investment environment changes, though no named fund commitments or direct deals are publicly available. New World Advisors is registered as an investment advisor and operates from a single office at 350 Lincoln Street in Hingham. Metrics such as total assets under advisement, deployment volume, and headcount are not publicly disclosed. The firm maintains a direct client-contact model with a phone line and an email newsletter for updates, though it does not publicize adjacent vehicles, philanthropic structures, or participation in peer networks like Tiger 21 or R360. Unlike multi-family offices that aggregate thousands of clients onto a centralized platform, New World Advisors presents itself as a compact team executing a bespoke, research-intensive approach to active manager selection. The absence of disclosed AUM, named principals, and portfolio examples limits what can be verified, but the firm's posture — boutique, active, client-centric — places it in a distinct category from passive or scaled wealth-management providers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Hingham

Corporate office

350 Lincoln St, Suite 1100, Hingham, MA 02043, United States

Frequently asked questions

Does New World Advisors manage money for institutions or only private clients?

The firm’s stated client base includes individuals, high-net-worth investors, trusts, and charitable organizations. There is no public mention of institutional separate accounts, pension fund mandates, or endowment relationships. Its registration as an investment advisor allows it to serve a broad range of clients, but all public marketing is directed at private wealth.

How does New World Advisors access private-market investments for its clients?

The firm indicates it invests in both public and private markets and upgrades portfolios as new private-market opportunities arise. It does not specify whether it uses feeder funds, direct co-investments, or fund-of-funds structures, and no named private-market investments have been publicly disclosed.

Who makes the investment decisions at New World Advisors?

New World Advisors has not published biographies or named any investment committee members, principals, or portfolio managers on its website. The firm describes itself as a 'deeply experienced team,' but individual decision-makers are not identified in the available public record.

What is New World Advisors’ investment philosophy?

The firm follows a research-driven philosophy centered on active investment strategies. It conducts due diligence on managers it believes can produce excess returns, continuously monitors portfolio risk from asset-class positioning and factor exposures, and seeks to upgrade holdings as market conditions evolve.

Is New World Advisors a single-family office?

No. New World Advisors is a registered investment advisor and boutique wealth manager serving multiple clients — individuals, high-net-worth families, trusts, and charitable organizations. It is not structured around a single family’s capital and does not claim family-office status.

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