NEWTOWN PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN DIEGO, California
CRD number
319314
Registered since
April 11, 2022

Firm profile

FINTRX

Overview

Newtown Partners is a privately owned corporation that registered with the SEC in 2022. The firm does not report a retail advisory client base or traditional advisory accounts; its public filings identify it primarily as an adviser to a single private fund. Filings indicate the firm is not marketed as an ESG-focused manager, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. Ownership is held by individuals rather than an institutional parent. Newtown Partners appears to concentrate on fund-level investment activity rather than delivering ongoing advisory relationships to individual or institutional accounts. The firm’s regulatory profile and reported activity point to a narrow operational footprint centered on its venture capital vehicle rather than broad wealth management or registered investment advisory services covering multiple account types.

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

Contacts

2 of 2
  • Vinodan Lingham

    General PartnerCRD 7460526

  • Llewellyn Claasen

    Managing PartnerCRD 7517799

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
550 W B St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth