Cause IQ vendor profile

Newport Group


Newport Group is a firm that provides investment management, administrative support, insurance agent or broker, actuarial services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Texas (although they are present in other states as well).

Most Newport Group clients are hospitals with revenues ranging from $25 million to $120 million.

Primary location:
Walnut Creek, CA
All locations:
AZ, MA, NC, CA, TX
Identified clients:
28
Avg client size:
$98 mil revenue
Median client size:
$35 mil revenue

Newport Group client list

  Name Type Location
1 Marin Humane 501(c)(3) Novato, CA
2 Food and Water Watch 501(c)(3) Washington, DC
3 Methodist Health System 501(c)(3) Dallas, TX
4 Service Coordination 501(c)(3) Frederick, MD
5 Community Health Center Network (CHCN) 501(c)(3) San Leandro, CA
6 St. Joseph's Hospital of Buckhannon 501(c)(3) Buckhannon, WV
7 Lifetime Assistance 501(c)(3) Rochester, NY
8 First Book 501(c)(3) Washington, DC
9 Methodist Rehabilitation Center 501(c)(3) Jackson, MS
10 Valley Regional Hospital 501(c)(3) Claremont, NH
... and 18 more Newport Group not-for-profit tax-exempt clients identified by Cause IQ

Newport Group competitors

Competitors to Newport Group in the nonprofit sector include Minnesota Life Insurance Company, Transamerica, Capfinancial Partners, LLC, Towers Watson, Usi Consulting Group, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Newport Group, Inc., Cigna Health and Life Insurance, and State Street Global Advisors.

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