Newfound Research LLC
Legal Name: NEWFOUND RESEARCH LLC
Full Contact Details
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. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 10, 2012.
Recent Research | Flirting with Models
Flirting with Models The Research Library of Newfound ResearchINSIGHTSTREND EQUITYRISK & STYLE PREMIASEQUENCE RISKRISK MANAGEMENTCRAFTSMANSHIPPORTFOLIO CONSTRUCTIONPODCASTSTRATEGIESTREND EQUITYPORTABLE BETAMULTI-ASSETFIXED INCOMECUSTOM SOLUTIONSHOW TO INVESTMUTUAL FUNDSINSTITUTIONAL & SMAsABOUT USOU…
The Weird Portfolio – An unconstrained, optimized portfolio allocation
The Weird PortfolioTMMaintained by Newfound Research. Updated quarterly. Last updated 6/30/2019.A global, multi-asset, unconstrained portfolio. Optimized to seek maximum expected returns while matching the risk profile of a 60/40 stock/bond mix.Current Weirdness Scale: [ Not | Somewhat | Prett…
Recent Research | Flirting with Models
Flirting with Models The Research Library of Newfound ResearchINSIGHTSTREND EQUITYRISK & STYLE PREMIASEQUENCE RISKRISK MANAGEMENTCRAFTSMANSHIPPORTFOLIO CONSTRUCTIONPODCASTSTRATEGIESTREND EQUITYPORTABLE BETAMULTI-ASSETFIXED INCOMECUSTOM SOLUTIONSHOW TO INVESTMUTUAL FUNDSINSTITUTIONAL & SMAsABOUT USOU…
Direct Owners
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COREY MICHAEL HOFFSTEIN
CHIEF INVESTMENT OFFICER; CHIEF TECHNOLOGY OFFICER owns less than 5%
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NEWFOUND HOLDINGS LLC
MEMBER owns more than 50% but less than 75%
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SAND HILL COVE MANAGEMENT LLC
MANAGER owns less than 5%
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THOMAS BRIAN ROSEDALE
CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER; MEMBER owns more than 50% but less than 75%
Indirect Owners
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COREY MICHAEL HOFFSTEIN
MEMBER owns 75% or more
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THOMAS BRIAN ROSEDALE
MANAGER owns 75% or more
Firms Located Nearby
Top Holdings
- ISHARES TR $5,770k
- ISHARES TR $5,654k
- ISHARES TR $5,613k
- ISHARES TR $5,611k
- ISHARES GLOBAL CONSUMER DISC $5,529k
- ISHARES $5,504k
- ISHARES TR $5,466k
- ISHARES GLOBAL MATERIALS ETF $4,135k
- SELECT SECTOR SPDR TR SBI INT-FINL $3,758k
- SELECT SECTOR SPDR $3,701k