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 SEC-registered investment adviser organized as a limited liability company that focuses on managing pooled investment vehicles for institutional clients. The firm is structured to act as sponsor and general partner — serving as managing member of pooled vehicles — rather than functioning as a third-party capital allocator. Its advisory mandate centers on portfolio management for pooled products, and its compensation combines an asset-based fee with performance-linked fees. FINTRX flags the firm as serving institutional investors, not as an active ESG investor, and not operating as a multi-state advisory platform. The firm’s ownership is listed as a domestic entity/individual, and it is registered with the SEC as of 2023.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Ryan Stutz

    Chief Financial OfficerCRD 7651693

  • Jerome Baglien

    Chief Operations OfficerCRD 8166489

  • Michael Comparato

    Chief Executive OfficerCRD 8166488

Contacts

2 of 2
  • TARA HORNE

    DirectorCRD 6090958

  • Kara Tappan

    Head of LegalCRD 8244869

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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

Intelligence for Private Wealth