{"url":"https://nivawealth.com/firms/the-newcastle-network-316201","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/316201","regulatoryAum":222774209,"crd":"316201","secFileNumber":"801-136978","legalName":"The Newcastle Network LP","displayName":"The Newcastle Network","slug":"the-newcastle-network-316201","website":"https://thenewcastlenetwork.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"47 Church Street","city":"Wellesley","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02482"},"tradeNames":[],"registration":{"secApproved":"5 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":222774209,"discretionary":222774209,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":222774209}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"The Newcastle Network has custody of $223M in client assets for 2 clients.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"47 Church Street","city":"Wellesley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-640-7020","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"24 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/316201/PDF/316201.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Newcastle Network have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Newcastle Network offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does The Newcastle Network have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does The Newcastle Network get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Newcastle Network?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}