NEWPORT ASIA LLC

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

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 provides portfolio management for pooled investment vehicles. The firm has been registered with the SEC since 2002, is owned by an individual, and serves an institutional client base. Its advisory mandate is fee-based on a percentage of assets under management, and its assets are managed on a discretionary basis. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Patrick Dominguez

    Chief Compliance OfficerCRD 7840303

Contacts

3 of 3
  • CHRISTOPHER LEGALLET

    PartnerCRD 1899284

  • ERIC SANDLUND

    PartnerCRD 6336995

  • MICHAEL ELLIS

    Managing MemberCRD 1434369

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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