NEWMARKET INVESTMENT MANAGEMENT, LP

RIASEC RegisteredEst. 2020
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$101M
Accounts
28
Employees
30
Advisory reps
2

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
308098
Registered since
May 8, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newmarket Investment Management, LP is a limited partnership registered with the SEC in 2020 that operates as a multi-strategy manager combining private equity and hedge fund capabilities. It serves institutional clients and acts as portfolio manager and sponsor/GP for pooled investment vehicles. The firm reports business activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and charges both asset-based and performance fees. Newmarket identifies as an active ESG investor, and its organizational roles include managing and sponsoring pooled funds in addition to providing portfolio management for those vehicles.

Assets & Accounts

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
  • ANDREW HOHNS

    Founder & Chief Exceutive OfficerCRD 4389249

Contacts

1 of 1
  • Jeffrey Schellenger

    General Counsel & CCOCRD 7246429

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
1325 N Beach St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth