Newport Asia LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 118682
- Registered since
- February 4, 2002
- Website
- www.newportasiallc.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Newport Asia LLC is an SEC-registered limited liability company that provides portfolio management services for pooled investment vehicles. The firm began SEC registration in 2002 and is organized under individual ownership. Its stated client focus is institutional investors and it charges fees as a percentage of assets under management. Newport Asia does not identify as an active ESG investor and does not report multi-state adviser status or pension consulting services.
Assets & Accounts
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 1Patrick Dominguez
Chief Compliance OfficerCRD 7840303
Contacts
2 of 2Christopher Legallet
PartnerCRD 1899284
Eric Sandlund
PartnerCRD 6336995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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