Newground Social Investment
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Newground Social Investment is a fee-only registered investment adviser that provides ESG- and SRI-focused money management and financial planning to individuals and institutions. The firm reports managing roughly $161 million across about 120 client relationships and typically works with clients who hold $1.5 million or more in investable assets.
Newground constructs individualized portfolios using a written Portfolio Allocation Statement (PAS) and typically implements larger accounts with individual securities and smaller accounts with mutual funds or ETFs. The firm frequently engages specialized sub-advisors and strategic partners for day-to-day trading, tax-efficient separate account management, due diligence, and reporting, and it participates in shareholder engagement and proxy voting consistent with ESG objectives.
Distinctive features include an exclusive, long-standing focus on ESG-SRI investing since its founding in 1994 and its organization as a Social Purpose Corporation (SPC). Newground also discloses active participation in industry groups such as the Interfaith Center on Corporate Responsibility and US SIF, offers counsel on private investment opportunities with ongoing due diligence, and routinely uses sub-advisors to seek greater customization and cost efficiency than commensurate fund alternatives.
Client services
Expertise
Fee options
One-time, non-refundable account setup fee: $250 per individual/joint account; $400 per business/organization account (waivable at discretion)
$0 - $750,000: $750,000 - $1,000,000: 1.20% on the first $750,000; 1.10% on the amount between $750,000 - $1,000,000 $1,000,000 - $3,000,000: 1.00% on the first $3 million $3,000,000 - $5,000,000: 0.90% on the amount between $3 million - $5 million $5,000,000 - $10,000,000: 0.75% on the amount between $5 million - $10 million $10,000,000 - $35,000,000: 0.60% on the amount between $10 million - $35 million $35,000,000 - $50,000,000: 0.45% on the amount between $35 million - $50 million $50,000,000+: 0.30% on the amount above $50 million
$295 per hour for additional services outside the scope of advisory agreement
Account minimum: $750,000 Fee-only: Fee-only Registered Investment Advisor; no commissions or sales-based compensation
Main office
111 Queen Anne Ave N, Suite 500
Seattle WA 98109
Advisors at this office
1
Most active in
Washington
Also doing business as
Newground Investment Services, Inc. · Newground Investment Services, Or Newground · Newground Social Investment · Newground Social Investment, Inc. · Newground Social Investment, Spc
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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