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Newfound Research Llc Headquarters

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Newfound Research

    https://www.thinknewfound.com/
    Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively navigate the risks of investing through thought leadership and investment acumen. To build more resilient portfolios, we seek to diversify across the investment axes of what, how, and when.

Newfound Research | LinkedIn

    https://www.linkedin.com/company/newfound-research-llc
    Newfound Research | 712 followers on LinkedIn. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to …

Newfound Research, LLC | Better Business Bureau® Profile

    https://www.bbb.org/us/ma/wellesley-hills/profile/portfolios/newfound-research-llc-0021-247379
    Business Profile for Newfound Research, LLC. Portfolios. Business Profile. Newfound Research, LLC. 380 Washington St Ste 2. ... Limited Liability Company (LLC) Number of …

Newfound Research LLC - Company Profile and News

    https://www.bloomberg.com/profile/company/1269245D:US
    Company profile page for Newfound Research LLC including stock price, company news, press releases, executives, board members, and contact information

NEWFOUND RESEARCH LLC Top 13F Holdings - Whalewisdom

    https://whalewisdom.com/filer/newfound-research-llc
    Newfound Research is based out of Wellesley Hills. Newfound Research is a registered investment advisory firm with 1 clients and discretionary assets under management (AUM) of $41,400,000 (Form ADV from 2021-03-22). Their last reported 13F filing for Q4 2021 included $82,845,000 in managed 13F securities and a top 10 holdings concentration of ...

Newfound Research LLC - BOSTON , MA - Avoid Fraud, Get The …

    https://investingreview.org/firm/newfound-research-llc
    Newfound Research LLC. 425 BOYLSTON STREET, 3RD FLOOR, BOSTON, MA (617) 531-9773 (617) 356-8116. Other Info. Newfound Research LLC is legally known as NEWFOUND RESEARCH LLC. It is a DE Limited Liability Company. This firm has 6 employees, of which 2 are employees in advisory roles. It serves 21 clients.

Newfound Research - About Us

    https://www.thinknewfound.com/wp-content/uploads/2018/04/Newfound-Research-About-Us.pdf
    Newfound Research Risk-Managed, Tactical Asset Allocation Strategies Last Update: April 2019 Newfound Research LLC 425 Boylston Street, 3rdFloor ... Newfound Research LLC 425 Boylston Street, 3rdFloor Boston, MA 02116 p: +1.617.531.9773 w: thinknewfound.com e: [email protected].

Newfound Risk Managed U.S. Growth Fund | NFDIX

    https://www.thinknewfoundfunds.com/
    Investors should carefully consider the investment objectives, risks, charges and expenses of the Newfound Research Mutual Funds. This and other important information about the Funds are contained in the prospectus, which can be obtained by calling 1-855-394-9777. ... LLC, Member FINRA/SIPC. Newfound Research, LLC is not affiliated with ...

Part 2A of Form ADV: Firm Brochure

    https://www.virtueadv.com/assets/newfound-research-llc-2a-(v).pdf
    Newfound Research LLC (“Newfound”) is an asset management firm that creates and manages rule-based, quantitative investment strategies. Newfound serves as the adviser to a mutual fund and sub-adviser and model manager for other investment strategies and indices. Newfound’s clients include an open end mutual funds,

Newfound Research LLC Top Holdings 13F Filings

    https://www.holdingschannel.com/13f/newfound-research-llc-top-holdings/
    As of 12/31/2021, below is a summary of the Newfound Research LLC top holdings by largest position size, as per the latest 13f filing made by Newfound Research LLC. In the Newfound Research LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Newfound Research LLC in that top holding, …

Newfound Research LLC - Portfolio Holdings, AUM (13F, 13G)

    https://fintel.io/i/newfound-research-llc
    All Newfound Research LLC holdings are listed in the following tables. Data is sourced from 13D/13G, 13F, and N-Q filings. Green rows indicate new positions. Red rows indicate closed positions. 13F and Fund Filings. This form was filed on …

www.sec.gov

    https://www.sec.gov/Archives/edgar/data/1537140/000158064221003611/newfoundrmusgrwth497.htm
    (2) The Fund's adviser, Newfound Research LLC (“the Adviser”), has contractually agreed to waive its fees and reimburse expenses of the Fund, at least until July 31, 2023, to the extent necessary to ensure that Total Annual Fund Operating Expenses After Fee Waiver and Expense Reimbursement (excluding (i) any front end or contingent deferred loads; (ii) …

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