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Building 2NEWPORT INVESTMENT MANAGEMENT, LLC

Map pinCHICAGO, IL
Phone312-724-7031
NotebookSEC #801-78673
Total AUM
$438.8M
Employees
17
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 W WACKER DR.
STE 1850
CHICAGO
IL 60606
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
312-724-7031
Other Offices
2

ReceiptFinancials

Total AUM
$438.8M
Accounts
6
Discretionary
$369M
Accounts
3
Non-Discretionary
$69.8M
Accounts
3

ContactClients

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Pooled Vehicle Clients
6
AUM
$438.8M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILINNC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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