Summary

New Capital Management LP

Founded in 1995

Description

New Capital Management, an SEC Registered Investment Advisor with $165 million under management, provides fiduciary wealth management, financial planning and advisory, and integrated life planning services. We are leaders in today's changing advisory industry: client-focused, independent, fee-only, technological, and knowledgable. Prospective clients and other interested parties may learn more from a guided Introduction or by contacting us.

Strengths

  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • New Capital Management LP has a very small market share in their industry
  • Variance of revenue growth is more than the industry average
  • Since New Capital Management LP was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

New Capital Management LP's annual revenue

$1796000

Based on Kona Equity data

  • Revenue per employee

    $359200

  • Variance of revenue growth

    204.66

  • Annual revenue growth since founding

    $61931

  • Revenue growth rate from first known quarter to current

    -25.7%

Employee Count

5 employees

  • Employee growth rate from first known quarter to current

    -33.3%

G Score - 3

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.

Location

611 North Euclid Ave. 
Oak Park, IL  60302

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Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with New Capital Management LP.

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Frequently Asked Questions

Where is New Capital Management LP located?

New Capital Management LP's headquarters are located at 611 North Euclid Ave.  Oak Park, IL  60302.


What is New Capital Management LP's official website?

New Capital Management LP's official website is newcapitalmanagement.com


What is New Capital Management LP's revenue?

New Capital Management LP's annual revenue is $1.8 M.


What is New Capital Management LP's SIC code?

New Capital Management LP's SIC: 62


What is New Capital Management LP's NAICS code?

New Capital Management LP's NAICS: 523; 52.


How many employees does New Capital Management LP's have?

New Capital Management LP has 5 employees

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