NEWDAY SOLUTIONS, LLC

HTTP://NEWDAYSOLUTIONS.COM HAMPTON, NH Investment Advisor How do I update this listing?

Newday Solutions is based out of Hampton. Newday Solutions is a large advisory firm with 281 clients and discretionary assets under management (AUM) of $145,347,981 (Form ADV from 2018-03-25). Their last reported 13F filing for Q4 2018 included $108,293,000 in managed 13F securities and a top 10 holdings concentration of 55.81%. Newday Solutions's largest holding is iShares Edge MSCI Min Vol EAFE ETF with shares held of 146,775. 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: 1.98%
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

NEWDAY SOLUTIONS, LLC
1 PARK AVENUE SUITE 4
HAMPTON NH    03842-2113
Country: United States

Business Phone: (800) 834-2101
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NH
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 281
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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NEWDAY SOLUTIONS, LLC

ownership team - last updated 2017-02-15
Name Title Start Date Direct/Indirect % Ownership
THOMAS, KATHLEEN, MARY MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
NEWDAY SOLUTIONS, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2015-12-01

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