Newcastle Investment Corp. is a related adviser based in New York. It manages $72.56 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of New York.
Newcastle Investment Corp provides portfolio management for pooled investment vehicles and collateral management for collateralized debt obligations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Newcastle Investment Corp. is $72.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Newcastle Investment Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kevin James Finnerty has been acting as President since 1 Aug 2005. Phillip John Evanski has served as the Chief Investment Officer since 1 Jun 2006. Sarah Louise Watterson joined the executive team most recently as the Chief Executive Officer And President.
The principal office where Newcastle Investment Corp. performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105, 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 212-798-6100 or by fax 917-591-8633. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at newcastleinv.com/.