Newport Asia LLC

RIASEC RegisteredEst. 2002
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$30M
Accounts
4
Employees
9
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
118682
Registered since
February 4, 2002
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newport Asia LLC is an SEC-registered limited liability company that has been operating since 2002. The firm is individually owned and serves institutional clients, charging fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for pooled investment vehicles rather than one-off discretionary mandates for retail clients. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not characterized as a capital allocator in the dataset. That said, its business model focuses on managing pooled vehicles for institutional investors rather than providing broad-based consulting or pension services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Patrick Dominguez

    Chief Compliance OfficerCRD 7840303

Contacts

2 of 2
  • Christopher Legallet

    PartnerCRD 1899284

  • Eric Sandlund

    Eric Sandlund

    PartnerCRD 6336995

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
601 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth