NEW CENTURY ADVISORS, LLC
Latest filing: Mar 31, 2025 (74 days ago)
AUM
$3,970,937,921
0% change vs. 1 year ago
23% change vs. 3 years ago
73% change vs. 5 years ago
76% change vs. 10 years ago
Employee Count
20
18% change vs. 1 year ago
43% change vs. 3 years ago
43% change vs. 5 years ago
67% change vs. 10 years ago
Main Office
CHEVY CHASE, MD
2 WISCONSIN CIRCLE, CHEVY CHASE, MD, UNITED STATES, 20815
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.0 |
| Non-Discretionary | $0.0 |
| Total | $4.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.2 |
| Institutional | $3.8 |
| Total | $4.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 6 | $0.0 |
| Average HNW AUM | $531,112 | |
| Retail Total | 6 | $0.0 |
| Average Retail AUM | $531,112 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $1.4 |
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $1.3 |
| JP MORGAN CHASE BANK | NEW YORK-NY-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.8 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $3.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 66% | $2.5 |
| Municipal | 0% | $0.0 |
| Sovereign | 1% | $0.0 |
| IG Credit | 10% | $0.4 |
| HY Credit | 21% | $0.8 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $3.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LAURA DEMARCO | CHEVY CHASE | MD | S63|1992-06-26|S65|2023-07-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $4.0 | $0.0 | 0% | 20 | 0 | 0% |
| 2025-04-21 | $4.0 | $0.0 | 0% | 20 | 0 | 0% |
| 2024-04-02 | $4.0 | $0.0 | 0% | 17 | 3 | 18% |
| 2023-04-04 | $3.8 | $0.1 | 4% | 15 | 5 | 33% |
| 2022-04-01 | $3.2 | $0.7 | 23% | 14 | 6 | 43% |
| 2021-04-05 | $1.9 | $2.1 | 110% | 13 | 7 | 54% |
| 2020-04-01 | $2.3 | $1.7 | 73% | 14 | 6 | 43% |
| 2019-04-01 | $2.0 | $2.0 | 98% | 14 | 6 | 43% |
| 2018-04-02 | $2.1 | $1.8 | 85% | 13 | 7 | 54% |
| 2017-04-01 | $2.7 | $1.3 | 49% | 13 | 7 | 54% |
| 2016-04-01 | $2.3 | $1.7 | 75% | 12 | 8 | 67% |
| 2015-04-01 | $2.3 | $1.7 | 76% | 12 | 8 | 67% |
| 2014-04-01 | $1.9 | $2.1 | 115% | 12 | 8 | 67% |
| 2013-04-01 | $1.8 | $2.2 | 125% | 11 | 9 | 82% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, CA-03/27/2024, DC-03/29/2023, IL-03/27/2013, MD-08/22/2002, NH-03/27/2024, NY-03/10/2017 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV