DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

New Century Capital Management, LLC

Former SEC-registered adviserFreehold, New JerseyCRD 146494SEC 801-68904IAPD
Latest filing Oct 20, 2014
First filing on the tape Mar 30, 2012 · 6 filings
RAUM
$34.0M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$34.0M as of Mar 31, 2014
Mar 30, 2012$38.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 31, 2014
Mar 26, 20132 then
Employees (5.A)3 as of Mar 31, 2014
Mar 26, 20133 then
Private funds: no history
RAUM -3.8% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Oct 20, 2014; every figure names its basis
RAUM per advisor
$17.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$189,000derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-3.8%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
180reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Teams: two or more advisors moving together within fourteen days, from one state
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Hasbrouck Gregory Skidmore · Chief Compliance Officercontrol
      since 03/2012 · owns less than 5%
    • I Murray Woloshin · Principal And Managing Membercontrol
      since 02/2008 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • HQ city · GREENWICH to FREEHOLD
      Mar 31, 2014 to Oct 20, 2014
    • HQ state · CT to NJ
      Mar 31, 2014 to Oct 20, 2014
    • Accounts · 420 to 180
      Mar 26, 2013 to Mar 31, 2014
    • Financial planning clients · 51-100 to 101-250
      Mar 26, 2013 to Mar 31, 2014
    • Non-discretionary RAUM · $35.4M to $34.0M
      Mar 26, 2013 to Mar 31, 2014
    • RAUM · $35.4M to $34.0M
      Mar 26, 2013 to Mar 31, 2014
    • Accounts · 421 to 420
      Apr 17, 2012 to Mar 26, 2013
    • Advisory employees · unset to 2.0
      Apr 17, 2012 to Mar 26, 2013
    • Employees · unset to 3.0
      Apr 17, 2012 to Mar 26, 2013
    • State-registered IARs · unset to 2.0
      Apr 17, 2012 to Mar 26, 2013
    • Non-discretionary RAUM · $38.8M to $35.4M
      Apr 17, 2012 to Mar 26, 2013
    • RAUM · $38.8M to $35.4M
      Apr 17, 2012 to Mar 26, 2013
    Signals
    3 dated events
    • Murray I Woloshin left New Century Capital Management, Llc for Redwood Private Wealth (registered 2022-10-31)
      Dec 31, 2022 · Advisor changed firm · fact
    • Peter Domenick Colicchia left New Century Capital Management, Llc for Redwood Private Wealth (registered 2022-08-16)
      Dec 31, 2022 · Advisor changed firm · fact
    • 2 advisors left New Century Capital Management, LLC (Freehold, NJ) for Redwood Private Wealth on the same day
      Dec 31, 2022 · Team lift-out · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026