Newport Asia LLC

RIASEC Registered
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$30M
Accounts
4
Employees
9
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
118682
Registered since
February 4, 2002
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Newport Asia LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2002) and primarily serves institutional clients through fee arrangements based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for pooled investment vehicles. The firm is owned by an individual and does not present itself as a capital allocator, pension consultant, related adviser, or an active ESG investor.

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

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Client base

Client personas

Owners & executives

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Contacts

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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

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
601 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth