Newport Capital Group, LLC
RED BANK, NJ
Form ADV and provider website profile · CRD 144442 · regulatory data as of Mar 20, 2026
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.
Regulatory Private Funds
Form ADV source1Reported private funds
1Private Equity
Showing 1 of 1 reported funds.
| Fund | Type | Identifier | Fund of funds | Investment Company Act | Clients invested |
|---|---|---|---|---|---|
| NEWPORT HOLDINGS, L.P. | Private Equity | 805-8752415337 | Yes | Not reported | 5 |
A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.