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Newbury Capital Management
Newbury Capital Management, founded in 2009 by Jon Lam and Stuart Sneddon, is an RIA serving high-net-worth clients via dividend and global equity...
Newbury Capital Management
Jon Lam and Stuart Sneddon founded Newbury Capital Management in July 2009, following the sale of their previous firm, Tower Asset Management, to a publicly traded bank in Texas in 2009 (per the firm). The duo built Newbury as an independent, employee-owned RIA serving high-net-worth individuals, families, and institutional investors. Newbury runs four equity strategies — a dividend-growth portfolio, a sustainable/impact portfolio, a global growth portfolio, and a multi-manager fund-of-funds — alongside fixed-income allocations using individual investment-grade bonds and tactical bond funds that may hold non-investment grade securities. The firm applies proprietary research models to screen for sustainable financial strength, earnings consistency, and risk-adjusted growth. Portfolio positions are not publicly disclosed. The firm operates from a single office in South Pasadena, California. Team size is not disclosed beyond the named professionals. No philanthropic vehicles or operating-company arms are publicly listed. Newbury is a pure RIA — it does not operate as a family office or fund sponsor. Its structural differentiator lies in its emphasis on hedging and cash management within equity portfolios, an approach it frames as a response to systemic market risk.
General information
Firm type
Generic
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
South Pasadena
Corporate office
812 Fremont Ave Unit 101, South Pasadena, CA 91030, United States
Principals
Jon Lam
Co-Founder
Stuart Sneddon
Co-Founder
Anton Pereiaslavtsev
Technology Lead
Weiwen Yang
Research Analyst
Edward Barnett
Financial Professional
Keith Weinbaum
Financial Professional
Tony Rapista
Financial Professional
John Tan
Financial Professional
Jim Portman
Financial Professional
Sector focus
Frequently asked questions
Who runs investment decisions at Newbury Capital Management?
Investment decisions are led by co-founders Jon Lam and Stuart Sneddon, supported by research analyst Weiwen Yang. The firm uses proprietary models to screen stocks. (per the firm)
What investment strategies does Newbury Capital Management employ?
Newbury runs four equity strategies: dividend-growth, sustainable/impact, global growth, and a multi-manager fund-of-funds. Fixed-income portfolios use individual investment-grade bonds and tactical bond funds. (per the firm)
Does Newbury Capital Management invest in hedge funds or private equity?
No. Newbury's investment vehicles are limited to publicly traded equities, bonds, and mutual funds. It does not run private equity, venture capital, or hedge fund allocations. (per the firm)
Is Newbury Capital Management structured as a family office?
No. Newbury is a registered investment advisor (RIA) that serves high-net-worth individuals, families, and institutional clients — it is not a single-family or multi-family office. (per the firm)
How does Newbury Capital Management source investment ideas?
The firm uses proprietary research models that measure companies for sustainable financial strength, earnings consistency, and growth-to-risk ratio. It also considers qualitative factors like business franchise and barriers to entry. (per the firm)
What is Newbury Capital Management's approach to risk management?
Newbury emphasizes hedging, cash raising, and sector reduction within equity portfolios. For fixed income, it buys only investment-grade bonds for individual security portfolios. (per the firm)
Where are Newbury Capital Management's offices located?
The firm is headquartered at 812 Fremont Ave Unit 101, South Pasadena, CA 91030, United States. It does not disclose additional offices. (per the firm)
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