Newport Bay Trust
At Newport Bay Trust, we are proud to serve our clients, partners, and communities with unwavering integrity and genuine respect. Every decision we make is guided by our core values—trust, accountability, and excellence. We are committed to building lasting relationships and delivering meaningful results in everything we do.
Our Focus
Newport Bay Trust strategically invests in high-impact sectors that drive long-term value, with a core emphasis on healthcare through Newport Bay Health. We aim to support innovation, sustainability, and growth across all our portfolio companies. By fostering strategic partnerships and applying disciplined capital management, we work to deliver both financial performance and lasting social impact.
Innovation
At Newport Bay Trust, we believe innovation is the foundation of long-term value. Our commitment to research drives informed investment decisions and uncovers emerging opportunities across the healthcare sector and beyond. By staying ahead of industry trends and supporting forward-thinking initiatives, we position our portfolio companies—and our partners—for sustainable success.
Our Mission
At Newport Bay Trust, we believe financial institutions have a vital role in shaping the economy. Our mission is to deliver lasting value through disciplined execution—acting quickly, focusing on results, and honoring every commitment to our clients, employees, and communities.
Caring for our future and those who helped build it.
Join us in preserving the legacy of trust and prosperity for years to come.
Oceanic Scale
Diving into the Numbers
%
Total health care expenditures in California increased by 8.2% from 2022 to 2023.
Assisted living facilities currently operate across the U.S. as of 2024.
The 80+ population is projected to grow by 79% by 2030, while the caregiver demographic (ages 45–64) will increase by just 1%. To meet this demand, it’s estimated that the U.S. will need nearly 775,000 new assisted living units by 2030.
At Newport Bay Trust, Restoration represents our dedication to renewing and uplifting communities, individuals, and the environments in which we operate. Through this initiative, we aim to create lasting impact by addressing critical social, economic, and environmental needs.
