Newbrook Capital Advisors LP

RIASEC RegisteredEst. 2006
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$255M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
138930
Registered since
January 19, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newbrook Capital Advisors LP is a limited partnership that operates as a hedge fund manager and manager of pooled investment vehicles. The firm has been SEC-registered since 2006 and serves an institutional client base. Its operating model includes roles as a CPO/CTA and as sponsor, general partner or managing member of pooled vehicles, which indicates active on-platform management of private funds alongside its advisory activities. Compensation is a combination of a percentage-of-assets fee and performance-based fees, consistent with hedge fund structures. The firm is organized as a domestic entity with individual ownership elements. It does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Christopher Reed

    Chief Financial OfficerCRD 5198852

Contacts

1 of 1
  • Robert Boucai

    Robert Boucai

    Co-Founder & ChairmanCRD 2757843

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$42.2M in ETFs

Passive

100%

$42.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$42.2M339,782100.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
126 E 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth