NEW WORLD ADVISORS LLC

http://newworldadvisors.com HINGHAM, MA Investment Advisor How do I update this listing?

NEW World Advisors is based out of Hingham. NEW World Advisors is a large advisory firm with 12 clients and discretionary assets under management (AUM) of $179,065,003 (Form ADV from 2018-11-29). Their last reported 13F filing for Q4 2018 included $120,372,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. NEW World Advisors's largest holding is TJX Companies Inc. with shares held of 2,610,496. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -1.22%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NEW WORLD ADVISORS LLC
350 LINCOLN STREET SUITE 1100
HINGHAM MA    02043
Country: United States

Business Phone: (781) 721-1712
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 12
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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NEW WORLD ADVISORS LLC

ownership team - last updated 2018-11-29
Name Title Start Date Direct/Indirect % Ownership
NEW WORLD FINANCIAL HOLDINGS, LLC MANAGING MEMBER 03/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CA PARTNERS LLC MANAGER direct 2004-01-01
NEW WORLD ADVISORS MANAGEMENT LLC MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER direct 2018-04-01
SHEPARD, ANDREW, MICHAEL PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
NEW WORLD ADVISORS LLC PARTNER AND CHIEF COMPLIANCE OFFICER direct 2018-03-01
NEVILLE, WILLIAM, WARREN PARTNER - CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
CABRAL, CHRISTOPHER, DAVID PARTNER - CHIEF INVESTMENT OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER - PARTNER - CHIEF INVESTMENT OFFICER indirect 2018-08-01
NEW WORLD ADVISORS LLC PARTNER - CHIEF INVESTMENT OFFICER direct 2018-08-01
FASCIANO, JOHN, A PARTNER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC PARTNER direct 2018-07-01
NEW WORLD ADVISORS LLC PARTNER indirect 2018-07-01
GELB, PETER, RICHARD PARTNER - CHIEF FINANCIAL OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER AND CHIEF FINANCIAL OFFICER indirect 2018-03-01
STEINMETZ, JOHN, FRANCIS PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC CHAIRMAN indirect 2018-03-01
OSWALD, ARTHUR, ROBERT PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
BURR, FRANK, WRIGHT PARTNER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER indirect 2018-03-01
NEVILLE, WILLIAM, WARREN MANAGING MEMBER - CHIEF COMPLIANCE OFFICER NEW WORLD ADVISORS MANAGEMENT LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
SHEPARD, ANDREW, MICHAEL MEMBER - PARTNER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
NEW WORLD ADVISORS LLC PARTNER AND CHIEF COMPLIANCE OFFICER direct 2018-03-01
GELB, PETER, RICHARD MEMBER - CHIEF FINANCIAL OFFICER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER AND CHIEF FINANCIAL OFFICER indirect 2018-03-01
OSWALD, ARTHUR, ROBERT MEMBER - PARTNER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
BURR, FRANK, WRIGHT MEMBER - PARTNER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER indirect 2018-03-01
STEINMETZ, JOHN, FRANCIS CHAIRMAN NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC CHAIRMAN indirect 2018-03-01
CABRAL, CHRISTOPHER, DAVID MEMBER - PARTNER - CHIEF INVESTMENT OFFICER NEW WORLD ADVISORS MANAGEMENT LLC 08/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER - PARTNER - CHIEF INVESTMENT OFFICER indirect 2018-08-01
NEW WORLD ADVISORS LLC PARTNER - CHIEF INVESTMENT OFFICER direct 2018-08-01
FASCIANO, JOHN, A PARTNER NEW WORLD FINANCIAL HOLDINGS, LLC 07/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC PARTNER direct 2018-07-01
NEW WORLD ADVISORS LLC PARTNER indirect 2018-07-01

NEW WORLD ADVISORS LLC

ownership team - last updated 2018-04-27
Name Title Start Date Direct/Indirect % Ownership
NEW WORLD FINANCIAL HOLDINGS, LLC MANAGING MEMBER 03/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CA PARTNERS LLC MANAGER direct 2004-01-01
NEW WORLD ADVISORS MANAGEMENT LLC MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER direct 2018-04-01
SHEPARD, ANDREW, MICHAEL PARTNER AND CHIEF COMPLIANCE OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
NEW WORLD ADVISORS LLC PARTNER AND CHIEF COMPLIANCE OFFICER direct 2018-03-01
SHEPARD, ANDREW, MICHAEL MANAGING MEMBER NEW WORLD ADVISORS MANAGEMENT LLC 03/01/2018 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
NEW WORLD ADVISORS LLC PARTNER AND CHIEF COMPLIANCE OFFICER direct 2018-03-01
NEVILLE, WILLIAM, WARREN MANAGING MEMBER NEW WORLD ADVISORS MANAGEMENT LLC 03/01/2018 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
GELB, PETER, RICHARD MEMBER AND CHIEF FINANCIAL OFFICER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER AND CHIEF FINANCIAL OFFICER indirect 2018-03-01
OSWALD, ARTHUR, ROBERT MANAGING MEMBER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MANAGING MEMBER indirect 2018-03-01
BURR, FRANK, WRIGHT MEMBER NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC MEMBER indirect 2018-03-01
STEINMETZ, JOHN, FRANCIS CHAIRMAN NEW WORLD FINANCIAL HOLDINGS, LLC 03/01/2018 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
NEW WORLD ADVISORS LLC CHAIRMAN indirect 2018-03-01

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