NEW CENTURY ADVISORS, LLC

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Adviser Profile

As of Date:

03/29/2023

Adviser Type:

- Large advisory firm

Number of Employees:

15 7.14%

of those in investment advisory functions:

Registration:

SEC, Approved, 8/22/2002

AUM:

3,825,808,464 18.19%

of that, discretionary:

3,825,808,464 18.19%

SMA’s:

YES

Private Funds:

Websites (details):

Contact info

Phone: 240 xxxxxxx

Fax: 240 xxxxxxx

Client Types:

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities:

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments:

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary

Non-discretionary

4B 3B 3B 2B 2B 1B 547M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

APREA Expands Reach into Real Assets with Infrastructure Investments to Push Boundaries and Create New Opportunities in the Region
04/07/2021

APREA's rebranding celebrates 16 years of long-term industry advocacy with re-found purpose in “Driving the Future of Real Assets” SINGAPORE - Media OutReach - 7 April 2021 - APREA celebrates its 16th anniversary

asiaone.com

Investors go 'hog wild' sending stocks higher
04/06/2021

Investors went hog wild into stocks yesterday……the pent up demand from the very strong NFP report along with the pent up demand for Americans who are ‘breaking out’ caused stocks to soar…and then add in the very strong economic data points that we discussed yesterday morning and

fxstreet.com

Douglas County Commission to vote on construction managers for jail expansion, behavioral health housing
04/03/2021

After county voters turned down a ballot question in May 2018 which, in part, would have created a sales tax to fund a $44 million ... phase two of a jail in New Century, to name a few.

www2.ljworld.com

Supreme Court Deals Blow to Most 401(k) Plans
04/03/2021

It took a while, but over the years with the growth of mutual funds and advances in computer technology ... of Blackman Kallick Bartelstein LLP and chairman emeritus of the New Century Bank, both in Chicago. He can be reached at 847/674-5295, email ...

contractormag.com

Why ‘The Hunt For Planet B’ Is An Impossible Task—But One That’s Already Changing Our World
04/02/2021

How did this happen? The first exoplanet wasn’t confirmed until 1992 and even come the new century the hunt for these worlds was largely shunned by mainstream astronomers. The glass ceiling cracked.

Forbes

New Century AIM VCT 2 plc (NCA2) Ordinary 10p
04/01/2021

Charts provided by Factset. Prices delayed by at least 15 minutes. Our analysts have selected this fund for the Wealth Shortlist. The London Stock Exchange does not disclose whether a trade is a ...

hl.co.uk

Private Funds

GAV Count

Employees

Brochure Summary

Overview

New Century Advisors, LLC (“NCA LLC”), founded in March 2002, provides discretionary fixed-income portfolio management services utilizing separate accounts. The principal owner of the firm is Ellen B. Safir. The headquarters is located at 2 Wisconsin Circle, Suite 940, Chevy Chase, Maryland, 20815. New Century has also opened an office in New Rochelle, NY. The primary functions performed in New York are investment research and trading. NCA LLC offers the following fixed income strategies to clients:  Short Duration Plus Bond – portfolios that seek to preserve and enhance the real value of assets relative to a U.S. benchmark, e.g. Merrill Lynch 1-3 year Treasury.  Core Bond - portfolios that seek to achieve a value-added rate of return relative to a U.S. benchmark, e.g. Bloomberg Barclays Aggregate Index.  Intermediate Core Bond - portfolios that seek to achieve a value-added rate of return relative to a U.S. benchmark, e.g. Bloomberg Barclays U.S. Intermediate Aggregate Index.  US TIPS - portfolios that seek to achieve a value-added rate of return relative to a U.S. benchmark, e.g. Bloomberg Barclays U.S. TIPS Index.  US TIPS 1-5- portfolios that seek to achieve a value-added rate of return relative to a U.S. benchmark, e.g. Bloomberg Barclays 1-5 TIPS Index.  Global Inflation Linked (Hedged

and Unhedged strategies) - portfolios that seek to achieve a value-added rate of return relative to a non-U.S. benchmark, e.g. Barclays Global Bond Index.  Multi-Asset Real Return Strategy - portfolios that seek to achieve a value-added rate of 300 basis points above the 12-month Consumer Price Index (CPI) level. NCA LLC tailors its strategies to a client’s needs. NCA LLC works closely with clients to: 1) determine the risk and return objectives, 2) define the asset allocation, and 3) select specific securities and market sectors. NCA LLC assumes discretionary responsibility for all aspects of the day-to-day management and investment of the client’s account. Clients can impose investment guideline restrictions on investing in certain securities or types of securities. On a limited basis, NCA LLC invests client assets in other types of securities, including individual equity securities, options, futures, forward contracts and exchange traded funds (ETFs). As of 12/31/2018, New Century Advisors, LLC managed $ 2,003,634,250 in client assets on a discretionary basis. NCA does not manage assets on a non-discretionary basis. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company).  Ellen B. Safir  Nils C. Overdahl