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 and services for the elderly and people with disabilities with revenues ranging from $18 million to $121 million.

Primary location:
Walnut Creek, CA
All locations:
MA, NC, AZ, TX, CA
Identified clients:
29
Avg client size:
$97 mil revenue
Median client size:
$33 mil revenue

Newport Group client list

 NameTypeLocation
1Marin Humane501(c)(3)Novato, CA
2Food and Water Watch501(c)(3)Washington, DC
3Arc of Frederick County501(c)(3)Frederick, MD
4Methodist Health System501(c)(3)Dallas, TX
5Service Coordination501(c)(3)Frederick, MD
6Community Health Center Network (CHCN)501(c)(3)San Leandro, CA
7First Book501(c)(3)Washington, DC
8St. Joseph's Hospital of Buckhannon501(c)(3)Buckhannon, WV
9Lifetime Assistance501(c)(3)Rochester, NY
10Methodist Rehabilitation Center501(c)(3)Jackson, MS
...and 19 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, Usi Consulting Group, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Newport Group, Inc., Ascensus, Cigna Health and Life Insurance, and State Street Global Advisors.

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