NEWPORT INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 153918
- Registered since
- October 21, 2013
- Website
- www.newportcapitalptrs.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Newport Investment Management, LLC is a privately held adviser focused on real estate investment vehicles. Registered with the SEC in 2013, the firm advises pooled investment products and serves an institutional client base. Its business model combines percentage-of-AUM fees with performance-based fees. Newport is organized as an LLC and lists an affiliation with real estate brokerage activity. It does not position itself as a multi-state adviser, an active ESG investor, a pension consultant, or a dedicated capital allocator.
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 1DERRICK MCGAVIC
Managing Principal and Chief Investment OfficerCRD 5390441
Contacts
1 of 1Margaret Borja
Director of AccountingCRD 7893504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 225 W Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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