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Newfound Research LLC
NEWFOUND RESEARCH LLC is an SEC-registered investment adviser in ST. PETERSBURG, FL, registered since 2012. The firm manages approximately $1.1 billion in...
Overview
NEWFOUND RESEARCH LLC is an SEC-registered investment adviser in ST. PETERSBURG, FL, registered since 2012. The firm manages approximately $1.1 billion in regulatory assets. It has 5 employees and 1 investment adviser. NEWFOUND RESEARCH LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-14, it reported 5 employees; 8 advisory accounts; services including Portfolio management for investment companies; client categories including Investment companies; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Asset Manager
Frequently asked questions
What investment strategies does Newfound Research employ?
Newfound Research focuses on tactical asset allocation across global equities, fixed income, commodities, and currencies. The firm uses systematic, rules-based models for risk management and volatility control, and has published extensively on factor investing, particularly momentum and value strategies.
Does Newfound Research publish its research publicly?
Yes, Newfound Research maintains a public research blog and regularly publishes detailed papers on portfolio construction, factor investing, and market anomalies. This open-research approach distinguishes it from many quantitative managers that keep their models proprietary.
What types of clients does Newfound Research serve?
The firm serves institutional clients, including pension funds and endowments. It also provides quantitative research and consultancy services to other financial firms, including registered investment advisors and asset managers.
How does Newfound Research generate proprietary deal flow?
Newfound Research is an asset manager, not a deal-sourcing firm. Its business is based on managing portfolios using systematic models, not making direct investments or sourcing private market opportunities.
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