Investment adviser · CRD 122478

NEW CENTURY ADVISORS, LLC

Investment adviser filing (IA)

CHEVY CHASE, MD, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $4.31B
Client accounts: 42
Employees: 18
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Government entities	10	$2,114,454,194	49.1%
Charities	11	$1,019,416,929	23.7%
Retirement plans	5	$608,241,909	14.1%
Sovereign wealth & foreign institutions	2	$291,621,235	6.8%
Pooled investment vehicles	3	$213,359,091	5.0%
Corporations & businesses	4	$57,250,698	1.3%
High-net-worth individuals	7	$3,793,028	0.1%

Filing source

Form ADV 2074609 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

NEW CENTURY STRATEGIC REAL RETURN FUND, LLCOther Private Fund · Last reported Mar 31, 2020$54.1MGross asset value

Form D fundraising filings

New Century Strategic Real Return Fund, LLC

Fund administrator THE NORTHERN TRUST COMPAY CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY HUNT VALLEY, Maryland, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & COMPANY
PCAOB 925

Fund details & source

Fund ID: 805-1887183454
Reported beneficial owners: 6
Minimum commitment: $2M
Form D file number: 021-340172

Form ADV 1399284 · Mar 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

2 WISCONSIN CIRCLE, SUITE 940
CHEVY CHASE, MD, 20815, United States

CRD 122478

Filing source

Form ADV 2074609 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.