Newport Global Advisors L.P.
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 139368
- Registered since
- May 4, 2006
- Website
- newportglobaladvisors.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles51.54%
- Insurance Companies48.46%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Newport Global Advisors L.P. is a partnership registered with the SEC since 2006 that operates as a multifaceted fund manager combining hedge fund and private equity activity. Its client base is institutional and its advisory work focuses on portfolio management for pooled investment vehicles and for businesses or institutions. The firm acts as sponsor, general partner and managing member of pooled vehicles it advises, and its compensation mixes percentage-of-AUM, fixed fees and performance-based fees. Newport does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.
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
Asset composition
- Non-Exchange Traded Equities39%
- Other30%
- Cash & Cash Equivalents19%
- Non-Investment Grade Corp Bonds7%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Timothy Janszen
Chief Executive OfficerCRD 5088934
Contacts
3 of 4Roger May
Managing DirectorCRD 5088935
Amanda Mauz
Director of FinanceCRD 7918742
Ryan Langdon
Co-FounderCRD 3250585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 9006 Forest Xing
- Time zone
- CT (UTC-6)
- Office locations
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