New Century Advisors, Llc
- Regulatory AUM
- $4.3B
- Discretionary
- $4.3B
- Clients
- 42
- Avg AUM / client
- $103M
- Accounts
- 42
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $3.8M | 0.09% |
| Pooled investment vehicles (non-investment companies) | 3 | $213M | 4.95% |
| Pension and profit sharing plans | 5 | $608M | 14.1% |
| Charitable organizations | 11 | $1.0B | 23.7% |
| State or municipal government entities | 10 | $2.1B | 49.1% |
| Sovereign wealth funds and foreign official institutions | 2 | $292M | 6.77% |
| Corporations and other businesses | 4 | $57.3M | 1.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Association Local 7 Pension Plan United Association Local 7 Pension Plan | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Safir, Ellen, Beskind | Ceo | Mar 2002 (24y) | 50% – 75% | |
| Overdahl, Nils, Christian | Senior Portfolio Manager | Sep 2004 (22y) | 25% – 50% | |
| Hines, Thomas, Frederick | Chief Compliance Officer | Jun 2010 (16y) | Less than 5% | |
| Patlovich, Eric, Joseph | Portfolio Manager | Dec 2010 (16y) | 10% – 25% | |
| Laura Stanley Demarco | Registered representative | Dec 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Association Local 7 Pension Plan | United Association Local 7 Pension Plan | 842 | $281M | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FEE FOR MODEL PORTFOLIO DELIVERY (NON-DISCRETIONARY)
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $1.5B (35% of AUM) Mar 2026
- BNY Mellon $1.4B (33% of AUM) Mar 2026
- J.P. Morgan $772M (18% of AUM) Mar 2026
- Northern Trust $221M (10% of AUM) Mar 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗