Newport Asia LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 118682
- Registered since
- February 4, 2002
- Website
- www.newportasiallc.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Newport Asia LLC is an SEC-registered limited liability company that has been operating since 2002. The firm is individually owned and serves institutional clients, charging fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for pooled investment vehicles rather than one-off discretionary mandates for retail clients. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not characterized as a capital allocator in the dataset. That said, its business model focuses on managing pooled vehicles for institutional investors rather than providing broad-based consulting or pension services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Patrick Dominguez
Chief Compliance OfficerCRD 7840303
Contacts
2 of 2Christopher Legallet
PartnerCRD 1899284

Eric Sandlund
PartnerCRD 6336995
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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