Newgrange Asset Management LLC

Newgrange Asset Management LLC is a fee‑only registered investment adviser that provides portfolio management and financial planning to individuals, including high‑net‑worth clients, and documents each client’s goals and constraints in an Investment Policy Statement. The firm’s brochure reports approximately $22 million in assets under management as of January 10, 2022, and it offers both discretionary and non‑discretionary services.

The firm says it tailors plans to individual client objectives and uses both fundamental and technical analysis, implementing long‑term strategies as well as options trading (including covered and uncovered positions and spreads). While Newgrange will accept discretionary authority, its filings show only about $7 million of its $22 million was discretionary at the referenced date, indicating the majority of assets are managed on a non‑discretionary basis — a practice that is uncommon among independent solo advisers.

Operationally, Newgrange manages client assets internally rather than using third‑party subadvisers, discloses acceptance of soft‑dollar research and recommends custodians such as TD Ameritrade and Scottrade, and notes it does not aggregate (block) trades for multiple client accounts. The firm also maintains a standard account minimum of $500,000 (waivable) and states it does not participate in wrap fee programs or accept performance‑based fees.