The Newcastle Network provides portfolio management for pooled vehicles. The firm advises 2 private funds.
The Newcastle Network reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($223M across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $223M | 100.0% | $111M |
| Total | 2 | $223M | 100% | $111M |
- Clients
- 2
- Regulatory AUM
- $223M
- AUM share
- 100.0%
- Avg. per client
- $111M
Total
- Clients
- 2
- Regulatory AUM
- $223M
- AUM share
- 100%
- Avg. per client
- $111M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
The Newcastle Network is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
It has 12 employees, 7 of them in advisory roles.
Leadership
Staff
- 12 employees
- 7 in advisory functions
- 1 soliciting firm
Besides its headquarters, The Newcastle Network has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 47 Church Street, WellesleyHQ
Contact and registration details
- Legal name
- The Newcastle Network LP
- Headquarters
- 47 Church Street, Wellesley, MA 02482
- Website
- thenewcastlenetwork.com
- Phone
- 617-640-7020
- SEC file
- 801-136978
- Structure
- Delaware limited partnership
- Fiscal year end
- December
The Newcastle Network has custody of $223M in client assets for 2 clients.
How many clients does The Newcastle Network have?
The Newcastle Network has 2 clients and manages $223 million for them, as of July 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does The Newcastle Network offer?
The Newcastle Network provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does The Newcastle Network have?
The Newcastle Network has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 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
How does The Newcastle Network get paid?
The Newcastle Network is paid through a percentage of assets under management 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
How do I contact The Newcastle Network?
The Newcastle Network’s main office is at 47 Church Street, Wellesley, MA 02482. Its phone number is 617-640-7020. Its website is thenewcastlenetwork.com.