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Edward Barnett

NEWBURY CAPITAL MANAGEMENT, LLC·SOUTH PASADENA, California
Unclaimed Profile
812 FREMONT AVE., SOUTH PASADENA, CA 91030CRD# 4228017Firm CRD# 148516
01

About

Edward Barnett is a registered financial advisor based in SOUTH PASADENA, California, affiliated with NEWBURY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NEWBURY CAPITAL MANAGEMENT, LLC
NEWBURY CAPITAL MANAGEMENT, LLC
AUM
$143M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NEWBURY CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4228017
Firm CRD# 148516
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Barnett offer?
Edward Barnett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTH PASADENA, California for a consultation.
What are Edward Barnett's credentials?
Edward Barnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Barnett located?
Edward Barnett is based in SOUTH PASADENA, California, working with NEWBURY CAPITAL MANAGEMENT, LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.
How does Edward Barnett charge for services?
Edward Barnett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWBURY CAPITAL MANAGEMENT, LLC?
NEWBURY CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH PASADENA
Peter T Chang — GREENLAKE INVESTMENT MANAGEMENT LLCPaul Diamond — GREENLAKE INVESTMENT MANAGEMENT LLCJon Christopher Lam — NEWBURY CAPITAL MANAGEMENT, LLCStuart Michael Sneddon — NEWBURY CAPITAL MANAGEMENT, LLCAnton Pereiaslavtsev — NEWBURY CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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