Newbury Capital Management, Llc
- Regulatory AUM
- $154M
- Discretionary
- $143M
- Clients
- 437
- Avg AUM / client
- $353K
- Accounts
- 437
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 343 | $23.1M | 15.0% |
| High net worth individuals | 87 | $122M | 79.2% |
| Pension and profit sharing plans | 3 | $6.2M | 4.0% |
| Charitable organizations | 4 | $2.9M | 1.87% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hilltop Holdings Inc. 401(k) Plan Hilltop Holdings Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon Christopher Lam | Managing Member & Chief Compliance Officer | Jul 2009 (17y) | 25% – 50% | |
| Pereiaslavtsev, Anton | Owner/Member | Jul 2009 (17y) | 5% – 10% | |
| Stuart Michael Sneddon | Managing Member | CFA | Jul 2009 (17y) | 25% – 50% |
| Edward Barnett | Owner/Member | Dec 2015 (11y) | 5% – 10% | |
| Keith Douglas Weinbaum | Registered representative | Nov 2024 (2y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hilltop Holdings Inc. 401(k) Plan | Hilltop Holdings Inc. | 3,609 | $810M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 904 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $151M (98% 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: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗