New Holland Capital, LLC is a large advisory firm based in New York. It manages $27.8 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.
New Holland Capital provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of New Holland Capital, LLC is $27.8 billion. The firm's AUM has grown by 61% since the beginning of its operation, and $22.86 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay New Holland Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Feild Todd Adam is pooled investment vehicles with 5 clients and $27.8 billion of assets under management. Among the 6 most similar advisory firms, New Holland Capital has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $27.8 billion for 5 clients. 82% of the firm’s clients are foreign persons or businesses.
New Holland Capital also advises several private funds.
The company employs 32 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Feild Todd Adam has been acting as President since 1 Jan 2006. Ira Otto Handler has served as the Chief Investment Officer since 1 Jan 2006 and Thomas Francis Dunn is the Chief Executive Officer of New Holland Capital, LLC family office. Michael Greer Jacobellis joined the executive team most recently as the Co Chief Investment Officer.
The principal office where New Holland Capital, LLC performs its advisory services is located at 405 Lexington Ave, New York, NY 10174, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-600-9200. The normal business hours are 9:00 a.m. to 5:30 p.m. on Monday - Friday.