Newbrook Capital Advisors LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 138930
- Registered since
- January 19, 2006
- Website
- newbrookcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Christopher Reed
Chief Financial OfficerCRD 5198852
Contacts
1 of 1
Robert Boucai
Co-Founder & ChairmanCRD 2757843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$42.2M in ETFs
100%
$42.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $42.2M | 339,782 | 100.00% |
Location
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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