{
  "crd_number": 321208,
  "slug": "newpoint-real-estate-investment-management-llc-new-york-ny-321208",
  "primary_business_name": "NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC",
  "legal_name": "NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-21",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 690133395.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 690133395.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 690133395.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MD",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321208",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/newpoint-real-estate-investment-management-llc-new-york-ny-321208",
  "display_name": "Newpoint Real Estate Investment Management LLC",
  "summary": "Newpoint Real Estate Investment Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Newpoint Real Estate Investment Management LLC (CRD 321208): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Newpoint Real Estate Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Newpoint Real Estate Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Newpoint Real Estate Investment Management LLC located?",
      "a": "Newpoint Real Estate Investment Management LLC's principal office is in New York, NY, according to its Form ADV; the October 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Newpoint Real Estate Investment Management LLC registered with the SEC or a state?",
      "a": "Newpoint Real Estate Investment Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 321208."
    },
    {
      "q": "How much does Newpoint Real Estate Investment Management LLC manage?",
      "a": "Newpoint Real Estate Investment Management LLC reports $690,133,395 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (0% discretionary)."
    },
    {
      "q": "How have Newpoint Real Estate Investment Management LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Newpoint Real Estate Investment Management LLC: Regulatory assets under management: $100,000,000 in the October 2023 data and $690,133,395 in the October 2026 data, up 590%. Total employees: 10 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Newpoint Real Estate Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Newpoint Real Estate Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321208"
    },
    {
      "q": "What changed in Newpoint Real Estate Investment Management LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 100000000.0,
      "total_employees": 10,
      "filing_date": "2023-05-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 203551562.0,
      "total_employees": 10,
      "filing_date": "2024-09-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 225804456.0,
      "total_employees": 10,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 690133395.0,
      "total_employees": 10,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).",
        "Regulatory assets under management went from $225,804,456 to $690,133,395 (+206%).",
        "No longer lists an office in Chevy Chase, MD.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/newpoint-real-estate-investment-management-llc-new-york-ny-321208.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 690133395.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321208",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}