New Green Capital, LLC

New Green Capital provides fee-for-service asset management and financial planning and consulting to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages client accounts on a discretionary basis and generally requires $50,000 to open an investment-managed account, with exceptions made at the firm’s discretion.

The firm’s process begins with specifying client needs and objectives, evaluating strategy alternatives, and setting policy guidelines, asset mix, and benchmarks; portfolios are implemented primarily with stocks, ETFs, and mutual funds and are rebalanced as client circumstances or market conditions warrant. New Green Capital’s written materials discuss the use of asset-class analysis, ADRs and other non-U.S. instruments, ongoing monitoring of positions, and a complimentary financial scenario analysis service for individuals who request planning support.

New Green Capital is notable for operating at a small scale — the brochure reports roughly $375,000 in discretionary assets and a very limited client base — and for indicating a significant non-U.S. client presence alongside discussion of international securities and custodial arrangements that support global trading. The firm’s principal also maintains a full-time controller role outside the advisory business, and the advisory practice negotiates fee arrangements that can include performance-based compensation for qualified clients, a structure that can produce different incentive dynamics than standard percentage-of-AUM billing.