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.
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SEC-registered adviser
N•• H•••••• C••••••• L••
Latest filing Sep 4, 2026
First filing on the tape Feb 15, 2012 · 34 filings
SEC status approved since Mar 30, 2012
RAUM
$23B
reported, Item 5.F
Discretionary
100%
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
32
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$23B as of Aug 3, 2026
Mar 8, 2013$20B then
HNW client RAUM$0 as of Aug 3, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 3, 2026
Mar 8, 20130 then
Employees (5.A)32 as of Aug 3, 2026
Mar 8, 201328 then
Private funds9 as of Aug 3, 2026
Mar 29, 20201 then
RAUM +115% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $0derivedHNW RAUM over HNW clients
- Average account
- $1.3BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +115%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +17%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $17B, 13 clientsreportedItem 9.A
- 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)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$23B100%
- Individual clients
- 0reported
- HNW clients
- 7reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 18reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $17B for 13 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
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
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| N•• H•••••• B••••••• F••• L••• | Other Private Fund | $8.2B | 3 | Mar 29, 2020 |
| N•• H•••••• T••••••• A•••• F••• L• | Hedge Fund | $5.5B | 37 | Jul 7, 2021 |
| 4•• M••• I• L• | Other Private Fund | $1.4B | 1 | Feb 26, 2021 |
| N•• H•••••• H••••• F••• L• | Other Private Fund | $378M | 2 | Oct 14, 2022 |
| 4•• S••• I•• L•• | Hedge Fund | $141M | 36 | Feb 26, 2021 |
| 4•• S••• I• L••no longer reported | Hedge Fund | $121M | 2 | Feb 26, 2021 |
| N•• H•••••• S•••••• O••••••••• F••• L• | Private Equity Fund | $80.8M | 1 | Nov 17, 2022 |
| N•• H•••••• B••••••• H••••••• C• L• | Other Private Fund | $2.9M | 1 | Feb 26, 2021 |
| N•• H•••••• S•••••• O••••••••• A••••••••• L• | Private Equity Fund | $0 | 0 | Aug 1, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• T••••••• A••••• · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- R••••• S••••• J• · Chief Executive Officercontrolsince 01/2019 · owns less than 5%
- R•••••••• N•••••••• E••• · General Counselcontrolsince 03/2013 · owns less than 5%
- S•••••••• C••••••••• J•• · Chief Operating Officer / Chief Financial Officercontrolsince 01/2019 · owns less than 5%
- W•••••• D••••• F• · Co - Chief Investment Officercontrolsince 10/2022 · owns less than 5%
- Y••••• W••••••• P•••• · Co - Chief Investment Officercontrolsince 10/2022 · owns less than 5%
Entity owners
- N•• I••••••••• P••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- N•• B••••••• G• L••pooled vehicle sponsory
- N•• G• L••pooled vehicle sponsory
- N•• H••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $10,854,500,210 to $23,316,188,625 (+115.0%) between the annual amendments of 2025-02-04 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 98.0th percentile of changes)peers: asset managers, $20B and over (470) · 98% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetAug 3, 2026 to Sep 4, 2026
- Private funds · 9 to unsetAug 3, 2026 to Sep 4, 2026
- Succession · false to unsetAug 3, 2026 to Sep 4, 2026
- Accounts · 13 to 18Feb 17, 2026 to Mar 31, 2026
- Advisory employees · 24 to 17Feb 17, 2026 to Mar 31, 2026
- Corporate clients · 4 to 5Feb 17, 2026 to Mar 31, 2026
- HNW clients · 6 to 7Feb 17, 2026 to Mar 31, 2026
- Pooled vehicle clients · 12 to 17Feb 17, 2026 to Mar 31, 2026
- Employees · 26 to 32Feb 17, 2026 to Mar 31, 2026
- Discretionary RAUM · $17B to $23BFeb 17, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $17B to $23BFeb 17, 2026 to Mar 31, 2026
- RAUM · $17B to $23BFeb 17, 2026 to Mar 31, 2026
- Financial planning clients · unset to May 1, 2025 to Jul 24, 2025
- Private funds · 7 to 9May 1, 2025 to Jul 24, 2025
- Advisory employees · 21 to 24Feb 4, 2025 to May 1, 2025
- Assets in custody · $11B to $17BFeb 4, 2025 to May 1, 2025
- Employees · 24 to 26Feb 4, 2025 to May 1, 2025
- Discretionary RAUM · $11B to $17BFeb 4, 2025 to May 1, 2025
- Pooled vehicle RAUM · $11B to $17BFeb 4, 2025 to May 1, 2025
- RAUM · $11B to $17BFeb 4, 2025 to May 1, 2025
- Advisory employees · 25 to 21Oct 3, 2023 to Mar 28, 2024
- Charity clients · 0 to 1Oct 3, 2023 to Mar 28, 2024
- Corporate clients · 1 to 4Oct 3, 2023 to Mar 28, 2024
- HNW clients · 3 to 6Oct 3, 2023 to Mar 28, 2024
- Assets in custody · $10B to $11BOct 3, 2023 to Mar 28, 2024
- Employees · 29 to 24Oct 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $11B to $11BOct 3, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $10B to $11BOct 3, 2023 to Mar 28, 2024
- RAUM · $11B to $11BOct 3, 2023 to Mar 28, 2024
- Accounts · 11 to 13Nov 17, 2022 to Mar 30, 2023
- Advisory employees · 29 to 25Nov 17, 2022 to Mar 30, 2023
- Corporate clients · 0 to 1Nov 17, 2022 to Mar 30, 2023
- HNW clients · 0 to 3Nov 17, 2022 to Mar 30, 2023
- Pooled vehicle clients · 10 to 12Nov 17, 2022 to Mar 30, 2023
- Assets in custody · $10B to $10BNov 17, 2022 to Mar 30, 2023
- Employees · 38 to 29Nov 17, 2022 to Mar 30, 2023
- Discretionary RAUM · $10B to $11BNov 17, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $16B to $0Nov 17, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $26B to $10BNov 17, 2022 to Mar 30, 2023
- RAUM · $26B to $11BNov 17, 2022 to Mar 30, 2023
Signals
9 dated events
- N•• H•••••• C••••••• L•• reported RAUM $23.3B, up 33% from $17.5B (2026-02-17 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- N•• H•••••• C••••••• L•• reported RAUM $17.5B, up 61% from $10.9B (2025-02-04 to 2025-05-01)May 1, 2025 · RAUM change · derived
- Greer Michael Jacobellis (Co - Chief Investment Officer) no longer on Schedule A of N•• H•••••• C••••••• L•• (listed 2023-09-06, absent 2023-10-03)Oct 3, 2023 · Control person left · inference
- N•• H•••••• C••••••• L•• reported RAUM $10.5B, down 60% from $26.2B (2022-11-17 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Peter William Young (Co - Chief Investment Officer) appeared on Schedule A of N•• H•••••• C••••••• L••Mar 30, 2023 · Control person joined · fact
- F. David Wadler (Co - Chief Investment Officer) appeared on Schedule A of N•• H•••••• C••••••• L••Mar 30, 2023 · Control person joined · fact
- Aldyth Teresha Miller (Chief Compliance Officer) appeared on Schedule A of N•• H•••••• C••••••• L••Mar 16, 2022 · Control person joined · fact
- Otto Ira Handler (Managing Principal) no longer on Schedule A of N•• H•••••• C••••••• L•• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Todd Adam Feild (Managing Principal) no longer on Schedule A of N•• H•••••• C••••••• L•• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- N•• H•••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- N•• H•••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/new-holland-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- NEWH••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-600-9200reportedpublic record, Form ADV, Sep 4, 2026
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
- Asset manager (funds and pooled vehicles)deriveda 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