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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

NEW CENTURY PARTNERS

CRD 110350

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a187351-b5fa-c3c3-9ab1-54f84f6e0a27

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 4
On other graphs: 0
Observed: Nov 29, 2011 to Feb 23, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.96 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.1Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Individual clients: 0
High net worth clients: 0
SEC number: 801-34369
CRD: 110350
Filings on the tape: 19
First filed: Nov 29, 2011
Latest filed: Feb 23, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jon Paul Brouard	n/a	San Francisco, CA	5	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Brouard, Jon, Paul	President	E	yes	09/2024	Oct 11, 2024	Oct 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$1.1B	$1.1B	1	1	0	n/a	n/a
2024	Mar 20, 2025	$1.0B	$1.0B	1	1	0	n/a	n/a
2023	Dec 22, 2023	$804M	$804M	3	2	0	n/a	n/a
2022	Dec 14, 2022	$734M	$734M	3	2	0	n/a	n/a
2021	Dec 10, 2021	$895M	$895M	3	2	0	n/a	n/a
2020	Dec 1, 2020	$686M	$686M	3	1	0	n/a	n/a
2019	Jan 9, 2020	$628M	$628M	2	1	0	n/a	n/a
2018	Nov 28, 2018	$577M	$577M	2	1	0	n/a	n/a
2016	Dec 21, 2016	$409M	$409M	2	1	n/a	n/a	n/a
2015	Jan 6, 2016	$376M	$376M	1	1	n/a	n/a	n/a
2014	Jan 2, 2015	$382M	$382M	1	1	n/a	n/a	n/a
2013	Jan 2, 2014	$342M	$342M	1	1	n/a	n/a	n/a
2012	Nov 27, 2012	$263M	$263M	1	1	n/a	n/a	n/a
2011	Nov 29, 2011	$228M	$228M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$1.0B	6.9%	$734M	15.1%	1	1	0	0

Relationships

Registered with (1)

← Jon Paul BrouardAdvisorregistration: current employment
Mar 2, 2021 to presentfactForm ADV

Controls (1)

← Brouard, Jon, PaulOwnerPRESIDENT, ownership code E, individual
Oct 11, 2024 to Oct 11, 2024factForm ADV

Dated events

Occurred
Oct 11, 2024
Control person joined
Paul Jon Brouard (President) appeared on Schedule A of New Century Partners
Form ADVobserved 6 days ago
Occurred
Oct 11, 2024
Control person left
David Steven Callow (President) no longer on Schedule A of New Century Partners (listed 2023-12-22, absent 2024-10-11)
Form ADVobserved 6 days ago
Occurred
Dec 10, 2021
Regulatory AUM changed
New Century Partners reported RAUM $894.9M, up 30% from $686.2M (2020-12-01 to 2021-12-10)
Form ADVobserved 6 days ago
$209M
Occurred
Nov 28, 2018
Regulatory AUM changed
New Century Partners reported RAUM $577.3M, up 41% from $408.8M (2016-12-21 to 2018-11-28)
Form ADVobserved 6 days ago
$168M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a187351-b5fa-c3c3-9ab1-54f84f6e0a27
First observed: Nov 29, 2011
Last observed: Feb 23, 2026 7 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.

NEW CENTURY PARTNERS

CRD 110350

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a187351-b5fa-c3c3-9ab1-54f84f6e0a27

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jon Paul Brouard

n/a

San Francisco, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Brouard, Jon, Paul

President

yes

09/2024

Oct 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$1.1B

n/a

2024

Mar 20, 2025

$1.0B

n/a

2023

Dec 22, 2023

$804M

n/a

2022

Dec 14, 2022

$734M

n/a

2021

Dec 10, 2021

$895M

n/a

2020

Dec 1, 2020

$686M

n/a

2019

Jan 9, 2020

$628M

n/a

2018

Nov 28, 2018

$577M

n/a

2016

Dec 21, 2016

$409M

n/a

2015

Jan 6, 2016

$376M

n/a

2014

Jan 2, 2015

$382M

n/a

2013

Jan 2, 2014

$342M

n/a

2012

Nov 27, 2012

$263M

n/a

2011

Nov 29, 2011

$228M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$1.0B

6.9%

$734M

15.1%