1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEWPORT FUND MANAGEMENT INC

Map pinSAN FRANCISCO, CA
Phone415-591-5300
NotebookSEC #801-31850
Total AUM
$491.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 CALIFORNIA ST
SUITE 1960
SAN FRANCISCO
CA 94104
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-591-5300

ReceiptFinancials

Total AUM
$491.1M
Accounts
7
Discretionary
$491.1M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

Feature requires an account