NEWBROOK CAPITAL ADVISORS LP

RIASEC RegisteredEst. 2006
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$255M
Accounts
4
Employees
6
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
138930
Registered since
January 19, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newbrook Capital Advisors LP is a limited partnership operating as a hedge fund manager and registered with the SEC since 2006. The firm services an institutional client base and functions as a CPO/CTA and as sponsor/GP or managing member for pooled investment vehicles, with advisory activity focused on portfolio management for those pooled funds. Its ownership is listed as a domestic entity and an individual. Fees are structured as a percentage of assets under management plus performance-based fees. The firm is not identified as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER REED

    Chief Financial OfficerCRD 5198852

Contacts

1 of 1
  • ROBERT BOUCAI

    Co-Founder & ChairmanCRD 2757843

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

FINTRX

ETF holdings

1 of 4

Active vs passive

$107M in ETFs

Passive

100%

$107M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$31.8M55,16029.66%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
126 E 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth