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Limited Partner/chief Compliance Officer · New Capital Management, LP

Leonard M. Golub

CRD 4815395 · Named on Form ADV at one SEC-registered adviser

At a glance

New Capital Management, LP, an SEC-registered wealth manager based in Houston, TX with $534 million in regulatory assets, lists Leonard M. Golub on its Form ADV as Limited Partner/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Leonard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.