Newport Private Wealth

About The Fund

Newport Private Wealth is an investment firm that specializes in a comprehensive suite of financial services for affluent individuals and families, integrating public equity, fixed income, real estate, private equity, and alternative investments into their approach. They are dedicated to wealth management, offering investment management, financial planning, estate, and succession planning services. The firm was founded in 2001 and maintains its headquarters in Toronto, Canada. With more than 20 years of experience, their Investment Committee is committed to protecting and growing capital through a meticulous investment process. They emphasize independent thinking and dynamic diversification in their strategies, leveraging both traditional and alternative asset classes to adjust to market environments. Their expertise in private alternatives gives clients access to opportunities not typically available to retail investors. The implementation of their investment strategy is conducted through selected third-party specialists within each asset class. With an aim towards stabler returns, their approach is geared towards achieving the expected yields with reduced volatility and risk. The money clients invest with Newport is co-invested with that of Newport's own, ensuring alignment of interests between the firm and its clients. Newport prioritizes account safety, comprehensive reporting, transparent fees, and governance policies geared towards protecting clients' interests. The firm also engages in thought leadership through regular posts on various financial topics and provides insight into their team structure and specialized talent, presenting their value proposition as a unique private wealth manager that puts clients' perspectives first. The firm invests exclusively in sectors such as Software (Web Marketplace SaaS, etc.), IT & TMT, FinTech & Financial services, and Payments, with both minimum and maximum investment amounts set at 6,000,000.