NEWTOWN PARTNERS
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 319314
- Registered since
- April 11, 2022
- Website
- www.newtownpartners.com
Firm profile
FINTRXOverview
Newtown Partners is a privately owned corporation that registered with the SEC in 2022. The firm does not report a retail advisory client base or traditional advisory accounts; its public filings identify it primarily as an adviser to a single private fund. Filings indicate the firm is not marketed as an ESG-focused manager, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. Ownership is held by individuals rather than an institutional parent. Newtown Partners appears to concentrate on fund-level investment activity rather than delivering ongoing advisory relationships to individual or institutional accounts. The firm’s regulatory profile and reported activity point to a narrow operational footprint centered on its venture capital vehicle rather than broad wealth management or registered investment advisory services covering multiple account types.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Vinodan Lingham
General PartnerCRD 7460526
Llewellyn Claasen
Managing PartnerCRD 7517799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 550 W B St
- Time zone
- PT (UTC-8)
- Office locations
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