NEWCASTLE CAPITAL MANAGEMENT, L.P.
CRD #163502 SEC #802-76343 DALLAS, TX 214-661-7474
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 24, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURRAY, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MURRAY, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MURRAY, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MURRAY, JOHN, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NEWCASTLE CAPITAL GROUP, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, L.L.C. | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| NEWCASTLE CAPITAL GROUP, LLC | DE | GENERAL PARTNER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER AND SOLE TRUSTEE OF SCHWARZ 2012 FAMILY TRUST | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | NA | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| NCM SERVICES, INC. | DE | LIMITED PARTNER | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| SCHWARZ, MARK | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHWARZ, MARK | I | NEWCASTLE CAPITAL GROUP, L.L.C. | F | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| NCM SERVICES, INC. | DE | NEWCASTLE CAPITAL GROUP, LLC | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NEWCASTLE CAPITAL GROUP, L.L.C. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ 2012 FAMILY TRUST | DE | NCM SERVICES, INC. | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | NEWCASTLE CAPITAL GROUP, L.L.C. | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
| SCHWARZ, MARK | I | SCHWARZ 2012 FAMILY TRUST | E | Control |
Registrations
Federal
ERA
Mar 24, 2021 REGISTERED
Address
200 CRESCENT COURTSUITE 1400
DALLAS, TX 75201
United States
Phone: 214-661-7474