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New Salem Capital, LLC (Telluride)


New Salem Capital, LLC is a large advisory firm based in Telluride. It manages $10.65 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

New Salem Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Salem Capital: assets under management

The assets under management (AUM) of New Salem Capital, LLC is $10.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Salem Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Telluride

The principal office where New Salem Capital, LLC performs its advisory services is located at 709 E Pandora Avenue, Telluride, CO 81435 4195 The mailing address of the firm is Po Box 4195, Telluride, CO 81435 4195. An additional office of the firm is in Naperville, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-713-8001 or by fax 847-713-8019. The normal business hours are 8:00 - 4:30 on Monday - Friday.


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