# New World Advisors

New World Advisors is a Bank / Wealth / Trust based in Hingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hingham, United States
- **Region:** North America
- **Address:** 350 Lincoln St, Suite 1100, Hingham, MA 02043, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** newworldadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/new-world-advisors

## Regulatory record

- **CRD number:** 296798
- **SEC file number:** 801-113314
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296798

## About

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.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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