New Perspectives, Inc.
- Regulatory AUM
- $309M
- Discretionary
- $309M
- Clients
- 423
- Avg AUM / client
- $730K
- Accounts
- 1,145
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Investments (13F portfolio — 44 positions, $288,753,395)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Northern Lts Fd Tr Ii | WEITZ CORE PLUS | $72,504,938 | 2,866,941 | 25.1% | 23.5% |
| 2 | Spdr Series Trust | STATE STREET SPD | $55,920,704 | 730,608 | 19.4% | 18.1% |
| 3 | Ishares Tr | CORE MSCI EAFE | $29,623,136 | 327,219 | 10.3% | 9.6% |
| 4 | Invesco Qqq Tr | UNIT SER 1 | $25,683,119 | 44,498 | 8.89% | 8.32% |
| 5 | Wisdomtree Tr | FLOATNG RAT TREA | $20,957,409 | 416,317 | 7.26% | 6.79% |
| 6 | Spdr Series Trust | STATE STREET SPD | $17,317,325 | 292,424 | 6.0% | 5.61% |
| 7 | Ishares Tr | RUSSELL 2000 ETF | $15,521,346 | 62,586 | 5.38% | 5.03% |
| 8 | World Gold Tr | SPDR GLD MINIS | $14,784,977 | 159,510 | 5.12% | 4.79% |
| 9 | Vanguard Specialized Funds | DIV APP ETF | $8,375,724 | 38,946 | 2.9% | 2.71% |
| 10 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $7,275,212 | 30,617 | 2.52% | 2.36% |
| 11 | Apple Inc | COM | $2,816,988 | 11,100 | 0.98% | 0.91% |
| 12 | Vanguard Index Fds | MID CAP ETF | $2,540,709 | 8,847 | 0.88% | 0.82% |
| 13 | Berkshire Hathaway Inc Del | CL A | $1,436,280 | 2 | 0.5% | 0.47% |
| 14 | Wisdomtree Tr | US SMALLCAP FUND | $1,213,970 | 20,913 | 0.42% | 0.39% |
| 15 | Vanguard Intl Equity Index F | ALLWRLD EX US | $1,212,114 | 16,140 | 0.42% | 0.39% |
| 16 | Sherwin Williams Co | COM | $1,073,843 | 3,350 | 0.37% | 0.35% |
| 17 | Eli Lilly & Co | COM | $932,647 | 1,014 | 0.32% | 0.3% |
| 18 | Vanguard Index Fds | GROWTH ETF | $798,889 | 1,829 | 0.28% | 0.26% |
| 19 | Eastgroup Pptys Inc | COM | $635,688 | 3,434 | 0.22% | 0.21% |
| 20 | Microsoft Corp | COM | $563,570 | 1,522 | 0.2% | 0.18% |
| 21 | Jpmorgan Chase & Co | COM | $501,116 | 1,704 | 0.17% | 0.16% |
| 22 | Chevron Corporation | COM | $470,939 | 2,276 | 0.16% | 0.15% |
| 23 | Ishares Tr | RUS 1000 GRW ETF | $423,842 | 994 | 0.15% | 0.14% |
| 24 | Vanguard World Fd | HEALTH CAR ETF | $387,253 | 1,422 | 0.13% | 0.13% |
| 25 | Nvidia Corporation | COM | $385,947 | 2,213 | 0.13% | 0.13% |
Top 25 of 44 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 323 | $95.4M | 30.9% |
| High net worth individuals | 91 | $206M | 66.7% |
| Charitable organizations | 9 | $7.5M | 2.44% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nancy Lottridge Anderson | President Chief Compliance Officer | CFA | Nov 1993 (33y) | 25% – 50% |
| Joshua Ryder Taff | Managing Director | CFA | Jan 2016 (11y) | 75% or more |
| Meredith Parker Drake De Laune | Registered representative | May 2022 (4y) | ||
| James Raymond Gerhart | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 896 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $173M (56% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗