# 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.

- CRD: 337695
- Filed as: NEW HOLLAND TRADING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337695
- AdvisorCensus page: https://advisorcensus.com/firm/new-holland-trading-llc-new-york-ny-337695

## Quick answers

**How 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

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $550,000,000
- Discretionary: $550,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $550,000,000 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 16 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @new-holland-capital

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Holland Trading LLC (CRD 337695): Form ADV filing data as of October 2026.