N
$198.0M Total AUM
$194.8M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2016
- Office Locations
- 1
Office Locations
23775 Commerce Park Suite 3 Beachwood OH
About Newport Investment Advisors INC
Newport Investment Advisors INC is a Beachwood-based RIA. The firm has been operating for 9 years. Managing $198.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$99.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Accredited Investors
Alpha
Asset Classes
Vital crest Vital
Client Personas
Frontier vertex Harbor ridge Vertex foundation
Investment Themes
North harbor North vector Optima harbor
Investment Vehicles
Horizon
Services
Legacy Element pathway Ridge
Owner & Executives
KENNETH MICHAEL HOLESKI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #1286071
- Ownership
- 75% or more
(643) 270-9335
bridge.radial@ridgecapital.com
in linkedin.com/in/prime-vertex
J
JUSTIN M HOLESKI
Vice President
- CRD
- #5818022
- Ownership
- Less than 5%
(284) 792-9763
vector.vector@foundationcapital.com
in linkedin.com/in/ridge-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,800,043 | $1,113,143 |
| Non-Discretionary | $3,240,792 | $3,240,792 |
| Total | $198,040,835 | $1,125,232 |
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Separately Managed Accounts
Total SMA Asset: $198,040,835
Public Funds:
26.7% Cash:
31.6% Equity - Exchange:
13.4% Private Funds:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,357,909,619 | 26.7% |
| Cash | $1,607,114,006 | 31.6% |
| Equity - Exchange | $681,497,711 | 13.4% |
| Private Funds | $1,439,282,480 | 28.3% |
| Total | $5,085,803,816 | 100.0% |