Investment adviser · CRD 170311
NEWPORT COAST ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Oct 1, 2014
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 1, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
180 MAIDEN LANE, 17TH FLOORNEW YORK, NY, 10038, United States
CRD 170311
Filing source
Form ADV 847409 · Oct 1, 2014 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.