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| Newport Capital Group LLC
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|---|---|
| CRD # | 144442 |
| SEC # | 801-68323 |
| CIK # | 0001869032 |
| AUM | 1,280.7 M (2026-03-20) |
| Employees | 18 (39% Investors, 33% Brokers) |
| Phone | 732-741-8400 |
| Address | 12 Broad Street, 5th Floor Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gallagher Arthur J & Co | 11.1 | ||
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.8 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Newport Holdings LP | [2014-03-31] | 0.5 M | 1.8 M |
| Filed 2012-11-16 (D) · Exemption 506 · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 0.0 |
| (b) Individuals (high net worth individuals) | 74 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 111 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 414 | 1.3 |
| By Discretionary | ||
| Discretionary | 406 | 0.4 |
| Non-Discretionary | 8 | 0.9 |
| Total | 414 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 414 | 1.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Domenic Dipiero | Executive Officer | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001869032] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 104 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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