NEWPORT GLOBAL ADVISORS L.P.

RIASEC RegisteredEst. 2006

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$29.1M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Newport Global Advisors L.P. is a partnership-style investment manager registered with the SEC since 2006 that serves institutional clients. The firm operates as a multi-strategy manager with activity in both hedge fund and private equity structures and provides portfolio management for pooled vehicles and for businesses or institutions. Newport typically charges a mix of percentage-of-AUM, fixed, and performance-based fees and acts in sponsor/GP and managing-member roles for pooled investment vehicles. The firm is not positioned as a capital allocator to third-party managers in a broad sense, and it does not identify as an active ESG investor.