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NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC

NEW YORK, NY · CRD 321208 · IAPD ↗ · 888-330-6774

$690.1MRegulatory AUM
4Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
2States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2026 — NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
60
April 2026 — NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($225.8M -> $690.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC reported RAUM up 104% ($100.0M -> $203.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.