{"url":"https://nivawealth.com/firms/new-holland-capital-160211","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160211","regulatoryAum":23316188625,"crd":"160211","secFileNumber":"801-74244","legalName":"New Holland Capital, LLC","displayName":"New Holland Capital","website":"https://www.newhollandcapital.com/","linkedinUrl":"https://www.linkedin.com/company/new-holland-capital","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"777 Third Ave, 36th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":32,"advisory":17,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":23316188625,"discretionaryAccounts":18,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":35,"nonAumClients":16},"clientTypes":[{"label":"High-net-worth individuals","clients":7,"regulatoryAum":0},{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":23316188625},{"label":"Charitable organizations","clients":1,"regulatoryAum":0},{"label":"Other investment advisers","clients":4,"regulatoryAum":0},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":0}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"New Holland Capital has custody of $17.49B for 13 clients.","otherCustodians":[],"leadership":[{"name":"Scott Radke","title":"Chief Executive Officer","crd":"4233465"},{"name":"Christopher Scarlata","title":"Co-Chief Operating Officer / Chief Financial Officer","crd":"6013247"},{"name":"Omar Qaiser","title":"Co-Chief Operating Officer","crd":"5069567"},{"name":"Shaun McGowan","title":"Chief Compliance Officer","crd":"5509619"},{"name":"Nicholas Rontiris","title":"General Counsel","crd":"4218031"},{"name":"William Young","title":"Co - Chief Investment Officer","crd":"4836092"}],"ownership":[{"label":"NHC Intermediate Partners LLC","detail":"Member in the 75% or more ownership band and a control person, since February 2024."},{"label":"Agf Quantitative Advisors, Inc.","detail":"Indirect owner: a member of NHC Intermediate Partners LLC in the 50% to 75% band and a control person, since May 2026.","parent":"NHC Intermediate Partners LLC"},{"label":"NHC Partners, LLC","detail":"Indirect owner: a member of NHC Intermediate Partners LLC in the 50% to 75% band and a control person, since February 2024.","parent":"NHC Intermediate Partners LLC"},{"label":"Agf Management Limited","detail":"Indirect owner: a owner of Agf Quantitative Advisors, Inc. in the 75% or more band and a control person, since June 2026.","parent":"Agf Quantitative Advisors, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"777 Third Ave, 36th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-600-9200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":9},"sources":{"adv1FilingDate":"4 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160211/PDF/160211.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does New Holland Capital have?","answer":"New Holland Capital has 34 clients and manages $23.3 billion for them, as of September 2026. They include 17 pooled investment vehicles, 7 high-net-worth individuals and 5 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does New Holland Capital offer?","answer":"New Holland Capital provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does New Holland Capital have?","answer":"New Holland Capital has 0 investment adviser representatives registered with state securities authorities, out of 32 employees, and 17 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns New Holland Capital?","answer":"New Holland Capital is owned through a chain of holding companies by NHC Partners, LLC and Agf Management Limited. Its direct owner is NHC Intermediate Partners LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does New Holland Capital get paid?","answer":"New Holland Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}