Newbury Capital Management, LLC

Newbury Capital Management, LLC is a registered investment adviser based in South Pasadena, CA, established in 2009. The firm, owned by Jon Lam, Stuart Sneddon, Edward Barnet II, and Anton Pereiaslavtsev, specializes in providing asset management services tailored to individual client needs. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as continuous account supervision, portfolio creation with various securities, and regular portfolio reviews. Clients can place reasonable restrictions on investments, and the firm does not manage assets through other services. For asset management, fees are charged based on a percentage of assets under management, with different fee schedules for common stock, fixed income, and mutual funds. The firm bills fees quarterly in advance and does not offer performance-based fees. Newbury Capital Management manages over $138 million in regulatory assets, with most managed on a discretionary basis. The firm utilizes fundamental, technical, and quantitative analysis in investment decision-making and offers strategies such as cash & cash equivalents, fixed income, and individual stocks. Clients have the option to grant investment discretion to the firm, which allows for securities transactions without prior client approval. Newbury Capital Management also handles proxy voting for client securities, striving to vote in the best interest of all clients.