Newoak Asset Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 172956
- Registered since
- September 30, 2014
- Website
- newoak.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Newoak Asset Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2014. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, and it also functions as sponsor/GP and managing member of pooled vehicles. Compensation arrangements include both a percentage-of-assets model and fixed fees. Newoak does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
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 Equities97%
- Other3%
Contacts
1 of 1
Ron D'vari
Executive ChairmanCRD 4507652
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3 Columbus Cir
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Princeton Value Partners LLC
RIANew York, NY
Moment Advisors, LLC
RIANew York, NY
Szop Multistrat Management LLC
RIANew York, NY
Truck Capital
RIANew York, NY
Sidus Investment Management, LLC
RIANew York, NY
Quantel Asset Management LLC
RIANew York, NY