# Newgrange Asset Management LLC

> Newgrange Asset Management LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 168484
- Filed as: NEWGRANGE ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168484
- AdvisorCensus page: https://advisorcensus.com/firm/newgrange-asset-management-llc-168484

## Quick answers

**How is Newgrange Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Newgrange Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Newgrange Asset Management LLC registered with the SEC or a state?**
Newgrange Asset Management LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168484.

**How much does Newgrange Asset Management LLC manage?**
Newgrange Asset Management LLC reports $25,000,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (32% discretionary).

**What types of clients does Newgrange Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Newgrange Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168484

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,000,000
- Discretionary: $8,000,000
- Non-discretionary: $17,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 8 | $25,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- newgrangeassetmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Newgrange Asset Management LLC (CRD 168484): Form ADV filing data as of October 2026.