AdvisorCensus / Financial advisors / Massachusetts / Boston / The Newcastle Network LP
The Newcastle Network LP is an SEC-registered investment advisory firm in Wellesley, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is The Newcastle Network LP compensated?
On its Form ADV (Item 5.E, October 2026), The Newcastle Network LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does The Newcastle Network LP charge?
Its Form ADV Part 2A brochure dated June 30, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is The Newcastle Network LP located?
The Newcastle Network LP's principal office is in Wellesley, MA, according to its Form ADV.
Is The Newcastle Network LP registered with the SEC or a state?
The Newcastle Network LP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 316201.
How much does The Newcastle Network LP manage?
The Newcastle Network LP reports $222,774,209 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).
What types of clients does The Newcastle Network LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does The Newcastle Network LP 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/316201
What changed in The Newcastle Network LP's recent Form ADV filings?
In the August 2026 filing data: 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- A percentage of assets under your management
- Performance-based fees
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 2AAsset-based fee: 2% of assets a year
The brochure's wording
During the investment period, the management fee is generally calculated at an annual rate of 2% of investor commitments (excluding certain affiliated investor commitments).
As stated in the firm's Form ADV Part 2A brochure dated June 30, 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$222,774,209 as of October 2026, filing dated July 24, 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
- 2026 (0 years)
- Employees
- Total: 12. Performing investment advisory functions: 7.
- 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $222,774,209 | 12 | July 24, 2026 |
| October 2025 | Not reported | Not reported | March 26, 2025 |
| October 2024 | Not reported | Not reported | March 22, 2024 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2022 | Not reported | Not reported | March 29, 2022 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
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. The Newcastle Network LP (CRD 316201): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-newcastle-network-lp-wellesley-ma-316201