New Leaf Asset Management, LLC (New London)

Name: New Leaf Asset Management, LLC
Address: 276 Newport Road, New London, NH, 03257
Telephone: 603-526-8850

New Leaf Asset Management, LLC is an adviser based in New London. It manages $20.32 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2005.

New Leaf Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Leaf Asset Management: assets under management

The assets under management (AUM) of New Leaf Asset Management, LLC is $20.32 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.67 million in discretionary accounts and $644.25 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $504.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $644.25 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay New Leaf Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at New Leaf Asset Management, LLC

Robert Cook has been acting as President since 1 Feb 2002. Peter Douglas Field joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Douglas Field	Managing director	1 Feb 2002	25% - 50%	4391810
Fletcher Scott Cole	Managing director	1 Feb 2002	25% - 50%	2399974
Robert Cook	Director	1 Feb 2002	25% - 50%	4504500
Peter Douglas Field	Member	1 Mar 2008	25% - 50%	4391810
Fletcher Scott Cole	Managing member/president/chief compliance officer	1 Mar 2008	25% - 50%	2399974
Robert J Cook	Managing member/vp	1 Mar 2008	25% - 50%	4504500

Based in New London

The principal office where New Leaf Asset Management, LLC performs its advisory services is located at 276 Newport Road, New London, NH 03257 The mailing address of the firm is Po Box 1740, New London, NH 03257. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-526-8850 or by fax 253-799-4885. The normal business hours are 9:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at www.new-leaf.net.