New Century Advisors
New Century Advisors is an employee-owned institutional asset manager founded in 2002, offering active Fixed Income, US Small Cap Equity and Multi-Asset strategies to public plans, OCIOs/consultants, endowments, foundations, and family offices.
- Company typePrivate
- Founded2002
- HeadquartersChevy Chase, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What New Century Advisors does
New Century Advisors, LLC is an employee-owned, SEC-registered investment adviser founded in 2002 and headquartered in Chevy Chase, Maryland. The firm delivers active institutional asset management across three core product lines: Fixed Income (Intermediate Core, Core Bond, Short Duration Plus, Capital Preservation, US TIPS and Global Credit sub-strategies), US Small Cap Equity (a concentrated 25-45 holding 'best ideas' portfolio combining bottom-up stock picking with top-down thematic overlay) and Multi-Asset (a multi-asset best ideas sleeve seeking positive returns across environments). Its intellectual capital includes Chief Economist Claudia Sahm, creator of the widely cited Sahm Rule recession indicator and former Federal Reserve Board Section Chief. The firm operates without proprietary technology, APIs or AI/ML systems, relying instead on discretionary fundamental analysis and macro overlay.
New Century Advisors firmographics
Firmographics- Name
- New Century Advisors
- Legal name
- New Century Advisors, LLC
- Website
- https://newcenturyadvisors.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- New Century Advisors is an employee-owned institutional asset manager founded in 2002, offering active Fixed Income, US Small Cap Equity and Multi-Asset strategies to public plans, OCIOs/consultants, endowments, foundations, and family offices.
- Ownership category
- akta.pro rank
New Century Advisors industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Small-Cap Equity (Active) (FSAAAIAC)
Keywords
Where New Century Advisors is headquartered
LocationHeadquarters
- HQ city
- Chevy Chase
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
New Century Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Asset Management Fees: New Century Advisors generates revenue through management fees on assets under management across their Fixed Income, Equities (US Small Cap), and Multi-Asset strategies. The firm is an employee-owned asset management firm established in 2002 serving institutional investors.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
New Century Advisors product offering
Product offeringCore offering
New Century Advisors is an employee-owned institutional asset management firm that delivers active investment management across three core product lines: Fixed Income (including Core Bond, Short Duration, Capital Preservation, US TIPS, Global Credit, and Intermediate Core strategies), US Small Cap Equity (a concentrated 25-45 holding high-conviction portfolio), and Multi-Asset (a best-ideas combination across asset classes). The firm manages portfolios for institutional investors on a discretionary basis through separate accounts and platforms.
Product overview
New Century Advisors is an employee-owned asset management firm established in 2002 that offers a suite of investment strategies across three core product lines: Fixed Income (including Intermediate Core, Core Bond, Short Duration Plus, Capital Preservation, Global Credit, and US TIPS sub-strategies), US Small Cap Equity (a concentrated bottom-up stock picking portfolio of 25-45 holdings), and Multi-Asset (a combination of best ideas across asset classes seeking positive returns in all environments). The firm serves institutional investors including public plans, OCIO/Consultants, endowments, foundations, family offices, and high net worth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Fixed Income Fixed income investment strategies that preserve capital, hedge risks of other asset classes, hedge inflation and deflation risks, or provide income. Includes traditional and inflation-linked strategies: Core, Short Duration, Capital Preservation, US TIPS and more. Built for institutional investors.
- US Small Cap Equity A US small cap strategy that is a high conviction best ideas portfolio focusing on bottom-up stock picking and enhanced with a top-down thematic overlay. Manages a concentrated portfolio of 25 to 45 of the most promising and overlooked businesses poised to lead tomorrow. Targeted at institutional investors and high net worth/family office clients.
- Multi-Asset A combination of best ideas across the board. The strategy employs the broadest opportunity set and seeks a positive return in all environments for institutional clients.
- Core Bond Fixed income strategy targeting total return consistent with preservation of capital and disciplined risk management. Benchmark: Bloomberg US Aggregate. Inception: August 2006.
- Short Duration Plus Fixed income strategy that limits volatility due to interest rate fluctuation while investing in a diversified pool of investment grade securities. Attempts to balance risks across a broad opportunity set while limiting exposure to duration risk. Benchmark: Bloomberg 1-3 US Treasury Index. Inception: August 2003.
- Capital Preservation Manages individual short-term investment funds with the primary objectives of preservation of principal and liquidity, followed by a goal to maximize return. Benchmark: Bloomberg US TIPS Index. Inception: January 2008.
- US TIPS Fixed income strategy that achieves a rate of return that exceeds the benchmark by analyzing a broad investment set, relative value opportunities and mispricing. Inception: April 2010.
- Intermediate Core Fixed income strategy maximizing total return consistent with preservation of capital and disciplined risk management. Benchmark: Bloomberg Intermediate Aggregate. Inception: June 2013.
- Global Credit Seeks to maximize total return consistent with preservation of capital and disciplined risk management. Seeks to exceed benchmark returns over a market cycle by balancing risks across a diversified opportunity set. Benchmark: Bloomberg Global Credit Unhedged. Inception: December 2019.
Quantifiable outcome
- NCA US Small Cap strategy delivered stock selection contributing net +610 bps in Q2 2025
- +1 more outcomes
Companies that use New Century Advisors
Customer profileSegments4 records
Ideal customer profiles4 records
New Century Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
New Century Advisors partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
New Century Advisors competitors and assessment
Company assessmentBroad incumbents
- Eaton Vance Investment Managers: Large, multi-strategy institutional asset manager with deep fixed income, equity, and multi-asset offerings serving OCIOs, consultants, and institutional clients. Comparable because it competes head-to-head with NCA across multiple fixed income and credit strategies, and several NCA team members (e.g., Fatima Batalvi) previously worked there.
- Loomis Sayles & Company: Large, well-established fixed income and equity manager with deep institutional relationships across consultants and OCIOs. Comparable given broad fixed income capabilities and institutional mandate overlap, and former NCA team member Leigh Talbot previously worked there.
- Western Asset Management: Large global fixed income manager dominating institutional consultant-screened fixed income RFPs including core, global credit, and TIPS. Comparable given significant overlap in fixed income strategies (Core, Global Credit, US TIPS) where NCA directly competes for institutional mandates.
Direct peers
- Manning & Napier: Employee-owned institutional asset manager offering multi-asset, fixed income, and equity strategies to institutional and intermediary clients. Highly comparable given similar employee-owned structure, multi-strategy institutional focus, and concentrated active management approach.
- Payden & Rygel: Independent, employee-owned institutional fixed income and multi-asset manager with strong institutional consultant relationships. Comparable given similar private/employee-owned structure, institutional-only focus, and broad fixed income capabilities including global credit and short duration strategies.
- Chartwell Investment Partners: Independent, employee-owned institutional asset manager focused on fixed income and small/mid-cap equity strategies. Highly comparable because NCA's Christine Song was previously a small-cap equity analyst at Chartwell, and the firms target overlapping institutional consultant-screened clients.
- Calvert Investments: Institutional fixed income and equity manager focused on fundamental credit research and active management. Comparable given similar institutional fixed income and credit research orientation, and multiple NCA alumni (Fatima Batalvi, Dima Awamleh) previously worked at Calvert.
- Ariel Investments: Independent, employee-owned institutional asset manager with a flagship concentrated small/mid-cap equity strategy and broader fundamental equity/fixed income capabilities. Highly comparable given similar employee-ownership, concentrated US small-cap approach, and institutional consultant-driven distribution.
- Nicholas-Applegate Capital Management: Active institutional asset manager with concentrated global and US growth equity and credit capabilities. Comparable given similar institutional concentration strategy approach and deep public-fund/endowment consultant relationships, with multiple NCA alumni (Laura DeMarco) previously in leadership there.
Emerging players
- Keel Point Advisors: Boutique wealth and institutional advisory firm offering customized fixed income and multi-asset strategies. Comparable given similar boutique institutional positioning and team lineage (CCO Thomas Hines previously served as Senior Investment Manager and CCO at Keel Point Advisors).
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
New Century Advisors social profiles
Digital presenceNew Century Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
New Century Advisors leadership team
Management profileNumber of profiles
Profiles12 records
New Century Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
New Century Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about New Century Advisors
What does New Century Advisors do?
New Century Advisors is an employee-owned institutional asset management firm that delivers active investment management across three core product lines: Fixed Income (including Core Bond, Short Duration, Capital Preservation, US TIPS, Global Credit, and Intermediate Core strategies), US Small Cap Equity (a concentrated 25-45 holding high-conviction portfolio), and Multi-Asset (a best-ideas combination across asset classes). The firm manages portfolios for institutional investors on a discretionary basis through separate accounts and platforms.
Is New Century Advisors a public or private company?
New Century Advisors is a private company. It is classified as management employee owned and is currently operating.
When was New Century Advisors founded?
New Century Advisors was founded in 2002. It employs 11 to 50 people.
Where is New Century Advisors based?
New Century Advisors is headquartered in Chevy Chase, United States, in the North America region.
How does New Century Advisors make money?
One revenue line is on record: asset Management Fees.
Who are New Century Advisors's main competitors?
Broad incumbents on record are Eaton Vance Investment Managers, Loomis Sayles & Company and Western Asset Management. Direct peers are Manning & Napier, Payden & Rygel, Chartwell Investment Partners, Calvert Investments, Ariel Investments and Nicholas-Applegate Capital Management. Keel Point Advisors is listed as an emerging player.
Does New Century Advisors have an API?
No public API is recorded for New Century Advisors.
What industry is New Century Advisors in?
New Century Advisors's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.