OCIO Intelligence
Newport Capital Group, LLC logo

Newport Capital Group, LLC

RED BANK, NJ

Form ADV and provider website profile · CRD 144442 · regulatory data as of Mar 20, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Newport Capital Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
414Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$401MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$880MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Direct Owners & Executives

Source: Form ADV
Domenic Matthew DipieroPresident
Reported since
11/2004
Type
Individual
Control person
Yes
Ownership
Less than 5%
Michelle Denise BennettChief Compliance Officer/ Executive Vice President
Reported since
11/2004
Type
Individual
Control person
Yes
Ownership
Less than 5%
Domenic M. Dipiero Family Trust F/B/O Domenic M. Dipiero IiiMember
Reported since
02/2015
Type
Domestic entity
Control person
Yes
Ownership
75% or more

Indirect Ownership

Source: Form ADV
David Michael Dipiero

Individual

EntityDOMENIC M DIPIERO FAMILY TRUST F/B/O DOMENIC M. DIPIEROStatusTRUSTEEReported since10/2016OwnershipOther (general partner, trustee, or elected manager)Control personNo

Owners & Executives

Source: Form ADV
DM
Domenic Matthew Dipiero

President

MD
Michelle Denise Bennett

Chief Compliance Officer/ Executive Vice President

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives3

Indirect ownership records1

Regulatory statusSEC registered investment adviser

SEC registration dateSep 18, 2007

CRD number144442