Newbrook Capital Advisors LP (New York)

Newbrook Capital Advisors LP is a large advisory firm based in New York. It manages $1.92 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Newbrook Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newbrook Capital Advisors: assets under management

The assets under management (AUM) of Newbrook Capital Advisors LP is $1.92 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 9484% since the beginning of its operation, and $569.22 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $383.37 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newbrook Capital Advisors LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Newbrook Capital Advisors serves?

The only and largest group of clients of Newbrook Capital Advisors is pooled investment vehicles with 5 clients and $1.92 billion of assets under management. Among the 10 most similar advisory firms, Newbrook Capital Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.92 billion for 5 clients. 50% of the firm’s clients are foreign persons or businesses.

Newbrook Capital Advisors also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Newbrook Capital Advisors LP

The company employs 12 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Newbrook Management Llc	General partner	1 Oct 2005	Other	20-3568852
Robert Nessim Boucai	Limited partner	1 Oct 2005	75% - 100%	2757843
Bob Poushanchi	Limited partner	1 Oct 2005	25% - 50%	3097539
Alan Leibel	Chief compliance officer	1 Dec 2005	Other	5031234
Christopher Scott Reed	Chief compliance officer and chief financial officer	1 Jun 2006	Other	5198852

Based in New York

The principal office where Newbrook Capital Advisors LP performs its advisory services is located at 505 Fifth Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212.916.8965 or by fax 212.916.8969. The normal business hours are 8:30am - 5:00pm on Monday - Friday.