Newport Global Advisors L.P.

RIASEC RegisteredEst. 2006
Total AUM
$175M
Discretionary
$175M
100% of AUM
Avg account
$29.1M
Accounts
6
Employees
5
Advisory reps
5

Firm details

Headquarters
The Woodlands, Texas
CRD number
139368
Registered since
May 4, 2006
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 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

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

Asset composition

Asset composition: Non-Exchange Traded Equities 39%, Other 30%, Cash & Cash Equivalents 19%, Non-Investment Grade Corp Bonds 7%, Exchange Traded Equities 5%39%
  • Non-Exchange Traded Equities39%
  • Other30%
  • Cash & Cash Equivalents19%
  • Non-Investment Grade Corp Bonds7%
  • Exchange Traded Equities5%

Owners & executives

1 of 1
  • Timothy Janszen

    Timothy Janszen

    Chief Executive OfficerCRD 5088934

Contacts

3 of 4
  • Roger May

    Managing DirectorCRD 5088935

  • Amanda Mauz

    Director of FinanceCRD 7918742

  • Ryan Langdon

    Ryan Langdon

    Co-FounderCRD 3250585

Unlock 1 more contacts

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth