Newpoint Real Estate Investment Management LLC

RIASEC Registered
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
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Newpoint Real Estate Investment Management LLC is an institutional registered investment adviser that serves an institutional client base. The firm charges fees as a percentage of assets under management and may collect performance-based fees, indicating a compensation model aligned with investment performance as well as AUM. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify as an active ESG investor, and it is not structured as a multi-state or newly formed adviser. It is also not positioned as a capital allocator to third-party managers in the classic sense. Newpoint’s disclosed industry role includes acting as a sponsor, general partner, and managing member of pooled investment vehicles, which signals direct fund management and operational involvement in the vehicles it organizes.

Assets & Accounts

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

3 of 3
  • Ryan Stutz

    Ryan Stutz

    Chief Financial OfficerCRD 7651693

  • Jerome Baglien

    Chief Operations OfficerCRD 8166489

  • Michael Comparato

    Chief Executive OfficerCRD 8166488

Contacts

2 of 2
  • Tara Horne

    Tara Horne

    DirectorCRD 6090958

  • Kara Tappan

    Head of LegalCRD 8244869

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

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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

Intelligence for Private Wealth