The NEWPORT CAPITAL GROUP, LLC is a privately held investment adviser that advises $1.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. NEWPORT CAPITAL GROUP, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 408.41% over the last 5-years.
The Group has been registered with the SEC for 18.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 12 BROAD STREET, 5TH FLOOR, RED BANK, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 7 investment and 11 non-investment staff. The total number of Employees decreased by 10% over the last 5-years.
Their $1.28Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 111 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $877.2mn or 68.49% of Total Assets and High Net Worth Individuals own $369.38mn or 28.84% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.76mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
NEWPORT CAPITAL GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.