Newpoint Real Estate Investment Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$690M
Discretionary
$0
0% of AUM
Avg account
$690M
Accounts
1
Employees
10
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
321208
Registered since
June 21, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newpoint Real Estate Investment Management LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and reports ownership by a combination of a domestic entity and individuals. Its advisory mandate centers on portfolio management for pooled investment vehicles, and it identifies itself as sponsor, general partner, and managing member of those vehicles. Compensation is a mix of asset-based fees and performance-based fees. The firm does not present itself as an active ESG investor and is not listed as a multi-state adviser or as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

3 of 4
  • Tara Horne

    Tara Horne

    Chief Compliance OfficerCRD 6090958

  • Ryan Stutz

    Ryan Stutz

    Chief Financial OfficerCRD 7651693

  • Michael Comparato

    Chief Executive OfficerCRD 8166488

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Contacts

1 of 1
  • Kara Tappan

    Head of LegalCRD 8244869

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

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
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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