Newport Investment Management manages real estate investments, specifically convenience and grocery-anchored retail properties, on behalf of its clients. Newport provides advisory and management services to closed-end funds and separate accounts. Investment advice is provided on a discretionary and non-discretionary basis. Newport's funds have restrictions on investing as defined in their operating agreements.
Assets Under Management$440M
Clients6
AdvisorsN/A
Avg. per Client$73M
Avg. per AdvisorN/A
app.junipersquare.com/i/newportcapitalptrs ·www.newportcapitalptrs.com ·www.linkedin.com/company/newportcapitalptrs/about
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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