NEW STATE CAPITAL PARTNERS

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 24 20.00%
of those in investment advisory functions 18 12.50%
Registration SEC, Approved, 5/20/2015
Other registrations (1)
AUM* 1,214,929,920 9.07%
of that, discretionary 1,214,929,920 9.07%
Private Fund GAV* 775,814,036 9.31%
Avg Account Size 101,244,160 -0.02%
SMA’s No
Private Funds 12 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 955M 796M 636M 477M 318M 159M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count12 GAV$775,814,036

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Brochure Summary

Overview

New State Capital Partners LLC and New State Advisors LP are investment advisers sharing a principal place of business located in New Rochelle, New York. New State Advisors LP is a relying adviser to New State Capital Partners LLC, and both advisers share a unified compliance program, advise only private funds, and conduct a single advisory business. References herein to “New State,” the “Firm” or the “Adviser” refer to both New State Capital Partners LLC and New State Advisors LP. New State has been conducting business since 2013. The Firm is privately held, and its principal owner is David Blechman. New State provides investment advisory services to multiple private equity funds (“Clients” or the “Funds”).
New State tailors its advisory services to the needs of each Fund, in accordance with the applicable investment objectives and the relevant prospectus, limited partnership agreement, offering memorandum or other applicable documentation of each Fund (collectively, “Offering Documents”), where applicable. Any restrictions on investments are set forth in the relevant Offering Documents. New State does not tailor its investment advice to the individual investors in each Fund that it manages. As such, investors cannot impose restrictions on the types of investments made through the Funds. As of December 31, 2023, New State managed approximately $1,214,929,920 in client assets on a discretionary basis.