DFX Intelligence

N•• R••••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

N•• R••••••• P•••••••

NEW R••••••• CAPITAL, LLC, CRD 310907

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:29294cfb-3389-66d0-f5b3-31c44a89fb53

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 21
On other graphs: 4
Observed: Oct 6, 2020 to Mar 30, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

N•• R••••••• P•••••••

Family office · shared crd

Independent Sponsorsidentity

N•• R••••••• P•••••••

Capital provider to sponsors · shared crd

Private Equityidentity

N•• R••••••• P•••••••

Private equity manager · shared crd

Private Creditidentity

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.23 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.0B••• Locked
Discretionary RAUM: $2.0B
Private client RAUM: $913Mderived••• Locked
Private client share: 30%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $505Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• K••• H••••	Chartered Financial Analyst	CHARLOTTE, NC	5	12	n/a	no
M•••••• D•••• F••••••	n/a	CHARLOTTE, NC	5	23

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
N•• P•••••• E••••• O••••••••• 2•••• L•••	Private Equity Fund	$110M	Mar 30, 2026	102	Apr 1, 2022	reported	021-434500
N•• P•••••• E••••• O••••••••• 2•••• L•••	Private Equity Fund	$105M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• S•••••• B••••	EXECUTIVE MANAGING DIRECTOR	Na	yes	11/2020	Jan 20, 2022	Sep 19, 2024
C•••••• W•••••• B••• 2••• G•• E••••• F••••• W••••• P••••••••• T••••	GENERAL PARTNER	F	yes	07/2024	Sep 19, 2024	Sep 19, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
N•• R••••••• B•••	n/a	n/a	n/a	N	yes	n/a
N•• R••••••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	2	no
Evergreen	Co	United States	1	no
CHAPEL HILL	Nc	United States	1	no
Raleigh	Nc	United States	1	no
Charleston	Sc	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.0B	$2.5B	20.9%	$1.6B	23.1%	28	27	5	6

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
H•••• I••••••••• C••••••	2	Dec 31, 2022	Nov 28, 2022	ATLANTA, GA	Team lift out	Other	100.0%

Relationships

Advises (14)

→ N•• P•••••• C••••• O••••••••• I•• ••••••••• L•Private fundIa
Mar 30, 2026 to presentfactForm ADV
→ N•• P•••••• C••••• O••••••••• 2•••• L•••Private fundPrivate Equity Fund, IA
Apr 19, 2022 to presentfactForm ADV
→ N•• P•••••• E••••• O••••••••• 2•••• L•••Private fundPrivate Equity Fund, IA
Feb 16, 2021 to presentfactForm ADV
→ N•• P•••••• C••••• O••••••••• 2•••• L•

Dated events

Occurred
Mar 30, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$12.1M
Occurred
Mar 30, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$52.6M
Occurred
Mar 30, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$11.1M
Occurred
Mar 30, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29294cfb-3389-66d0-f5b3-31c44a89fb53
First observed: Oct 6, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.