INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • February 28th, 2023
Contract Type FiledFebruary 28th, 2023This Investment Management Agreement (“Agreement”) specifies the terms and conditions between New Capital Management LP (“Advisor”), a Texas limited partnership with offices at 3355 West Alabama Street, Suite 275, Houston, TX, 77098, and (“Client”), whose mailing address is . By completing and signing this Agreement, Advisor and Client agree to its terms.
INVESTMENT MANAGEMENT AGREEMENTInvestment Management Agreement • October 3rd, 2018
Contract Type FiledOctober 3rd, 2018This Investment Management Agreement (“Agreement”) specifies the terms and conditions between New Capital Management LP (“Advisor”), a Texas limited partnership with offices at 4119 Montrose Boulevard, Suite 400, Houston, TX, 77006, and Joe & Sally Sample (“Client”), whose mailing address is 123 Elm Street. By completing and signing this Agreement, Advisor and Client agree to its terms.