AdvisorCensus / Financial advisors / New York / New York / New Holland Trading LLC
New Holland Trading LLC
Filed as NEW HOLLAND TRADING LLC
New Holland Trading LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.
Quick answers
From the filingHow is New Holland Trading LLC compensated?
On its Form ADV (Item 5.E, October 2026), New Holland Trading LLC reports these compensation arrangements: performance-based fees; other.
Where is New Holland Trading LLC located?
New Holland Trading LLC's principal office is in New York, NY, according to its Form ADV.
Is New Holland Trading LLC registered with the SEC or a state?
New Holland Trading LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337695.
How much does New Holland Trading LLC manage?
New Holland Trading LLC reports $550,000,000 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).
Does New Holland Trading LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337695
Does New Holland Trading LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 16, 2026 says: "We generally require a minimum of $20 million for launching or maintaining a new account, but we may reduce our requirements on a case-by-case basis at our discretion."
What changed in New Holland Trading LLC's recent Form ADV filings?
In the July 2026 filing data: Changed its legal name from Plum Island Partners LLC to New Holland Trading LLC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $20,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum of $20 million for launching or maintaining a new account, but we may reduce our requirements on a case-by-case basis at our discretion.
As stated in the firm's Form ADV Part 2A brochure dated June 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$550,000,000 as of October 2026, filing dated June 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 16. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Changed its legal name from Plum Island Partners LLC to New Holland Trading LLC.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $300,000,000 to $550,000,000 (+83%).
- Employees performing advisory functions went from 3 to 8.
- February 2026
- Regulatory assets under management went from $0 to $300,000,000.
- Employees performing advisory functions went from 1 to 3.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. New Holland Trading LLC (CRD 337695): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/new-holland-trading-llc-new-york-ny-337695