Newport Bay Trust
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Disclosures

Effective August 7, 2026

Regulatory Status

Newport Bay Trust operates strictly as a private, closely-held holding company managing corporate assets. Newport Bay Trust is not a retail depository bank, broker-dealer, or public asset management company, and is not registered with or regulated by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities regulator as a public investment adviser or broker-dealer.

Confidential & Proprietary Information. Materials made available through this website, or shared directly by Newport Bay Trust or its principals in connection with any enquiry, discussion, or prospective engagement, are confidential and proprietary. They are provided solely to assist the recipient in evaluating a potential professional relationship with the Trust and for no other purpose. Recipients may not copy, reproduce, distribute, disclose, or use such materials — in whole or in part — for any competing, commercial, or unauthorized purpose without the Trust's prior written consent.

Restricted Use

Access to this website, and any correspondence with Newport Bay Trust, does not grant any license, right, or permission to use the Trust's name, materials, financial information, or business strategy for any purpose other than the direct evaluation of a professional relationship with the Trust. Any unauthorized use may be pursued as a violation of applicable trade-secret, confidentiality, or intellectual-property law.

Non-Reliance

No statement on this website, or made by any representative of the Trust, should be relied upon as a representation of historical performance, existing assets under management, or committed capital, unless separately confirmed in writing by an authorized principal of the Trust. Any due-diligence process undertaken by a prospective advisor, partner, or counterparty should rely solely on definitive documentation exchanged directly with the Trust.

No Fiduciary Relationship

Use of this website, or the submission of an enquiry, does not by itself create any advisory, fiduciary, partnership, or employment relationship between the visitor and Newport Bay Trust. Any such relationship arises only through separately executed, definitive written agreements.

Communications & Fiduciary Protocols

All substantive communications, board or advisory discussions, and corporate engagements involving the Trust are subject to the Trust's internal fiduciary protocols and, where applicable, separate non-disclosure agreements executed between the parties.

Contact for Permitted Use

Requests for permission to use, cite, or reproduce any material appearing on this site should be directed in writing to enquiries@newportbaytrust.com. No such use is permitted absent express written authorization from Newport Bay Trust.

Newport Bay Trust Newport Bay Trust

A private holding company for strategic investment in home health and senior care. Newport Beach, California.

Company

  • About the Trust
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Investment

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  • Home Health
  • Assisted Living & Senior Care

Contact

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Regulatory and Informational Disclosures: Newport Bay Trust operates strictly as a private, proprietary holding company managing corporate assets. This website is provided solely for informational and professional verification purposes and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, financial products, or investment advisory services. Newport Bay Trust is not a retail depository bank, brokerage firm, or public asset management company, and is not registered with or regulated by the U.S. Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA) as a consumer banking or public investment advisory institution. All communications, legal interactions, and corporate engagements are subject to strict private non-disclosure terms and internal fiduciary protocols.

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