South Pasadena, CA Office
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Newbury Capital Management, LLC
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About
Newbury Capital Management serves individual and high‑net‑worth clients, as well as trusts, retirement plans and business entities, through discretionary and non‑discretionary asset management and retirement plan consulting. The firm manages a multi‑hundred‑million dollar portfolio for several hundred accounts and provides tailored portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and certain private investments.
The firm emphasizes continuous portfolio supervision and individualized asset allocation, using fundamental, technical and quantitative analysis to construct and rebalance accounts at least quarterly. Newbury typically implements percentage‑of‑assets advisory arrangements and generally does not permit broad client‑imposed security restrictions, while retaining the ability to use cash, cash equivalents and margin where appropriate.
A relatively uncommon feature for a firm of this size is that one or more supervised persons maintain securities and insurance licenses with an affiliated broker‑dealer and may offer commissionable insurance or securities products, which can create potential conflicts of interest even though the firm itself does not sell commission securities as an entity. The firm also provides ongoing retirement plan consulting and acknowledges ERISA fiduciary responsibilities for plan engagements, and it recommends a single major custodian while disclosing receipt of certain custodial‑provided services that may benefit the firm.
Based on Newbury Capital Management, LLC
Location
812 Fremont Ave., Suite 101
South Pasadena CA 91030
Advisors at this office
3
Advisors at this office
Stuart S
CFA®
South Pasadena, CA
Newbury Capital Management, LLC
Stuart Sneddon is a CFA® charterholder with 28 years of industry experience. He has been with Newbury Capital Management, LLC since 2009, where he is part of a four-advisor team. The firm provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. Newbury Capital Management manages approximately $144 million across about 399 client relationships, offering discretionary and non-discretionary asset management with a range of investment strategies including fundamental, technical, and quantitative analysis.
Edward B
Series 66
South Pasadena, CA
Newbury Capital Management, LLC
Edward Barnett II is a financial advisor with Newbury Capital Management, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Newbury Capital Management since 2009. Outside of his advisory role, he is an investor and owner in a restaurant business. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across roughly 399 client relationships, offering a range of portfolio strategies that include individual securities and funds, with regular monitoring and both discretionary and non-discretionary account management.
Jon L
Series 63
South Pasadena, CA
Newbury Capital Management, LLC
Jon Lam is a financial advisor with Newbury Capital Management, LLC in South Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Newbury Capital Management since 2009. Newbury Capital Management provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $144 million across 399 client relationships using a variety of investment strategies and offers both discretionary and non-discretionary asset management, as well as retirement plan consulting for employer plan sponsors.
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