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, elementary and secondary schools, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, services for the elderly and people with disabilities, and trade associations with revenues ranging from $21 million to $107 million.

Primary location:
Walnut Creek, CA
Clients in:
AZ, MA, TX, CA, NC
Identified clients:
23
Avg client size:
$117 mil revenue
Median client size:
$42 mil revenue

Newport Group client list

  Name Type Location
1 Marin Humane 501(c)(3) Novato, CA
2 Methodist Health System 501(c)(3) Dallas, TX
3 Lifetime Assistance 501(c)(3) Rochester, NY
4 First Book 501(c)(3) Washington, DC
5 Valley Regional Hospital 501(c)(3) Claremont, NH
6 Prairie Cardiovascular Consultants 501(c)(3) Springfield, IL
7 St James Hospital 501(c)(3) Hornell, NY
8 CDS Life Transitions 501(c)(3) Webster, NY
9 Humboldt Senior Resource Center (HSRC) 501(c)(3) Eureka, CA
10 The Santa Fe Opera (SFO) 501(c)(3) Santa Fe, NM
... and 13 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 Merrill Lynch Pierce Fenner and Smith, Pentegra Services Inc., Reliance Trust Company, Usi Consulting Group, Blue Cross Blue Shield Of Kansas, Towers Watson, Minnesota Life Insurance Company, Transamerica, Futureplan By Ascensus, and Cigna Health and Life Insurance.

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