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Newport Capital Group, LLC

● SEC registered since 2007CRD 144442SEC# 801-68323Red Bank, NJ
Export (members)
Ranks #2,437 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.22B
Fund GAV
$2.2M
Private funds
1
Employees
17
Accounts
366
Location
Red Bank, NJ

Newport Capital Group, LLC assets under management

Newport Capital Group, LLC operates as an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2007. It reports $1.2 billion in regulatory assets under management and employs 17 people. Newport Capital Group, LLC manages 1 private fund with combined gross assets of $2.2 million, including Newport Holdings, L.P. By regulatory assets, it ranks 2,437 of 5,911 private fund managers.

Newport Capital Group, LLC private funds

1 funds · $2.2M GAV
FundTypeGross assetsMin.
Newport Holdings, L.P.Private Equity$2.2M$100K

Newport Capital Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Domenic M. Dipiero Family Trust F/B/O Domenic M. Dipiero III ControlMemberOver 75%2015
Domenic Matthew Dipiero ControlPresidentUnder 5%2004
Michelle Denise Bennett ControlChief Compliance Officer/ Executive Vice PresidentUnder 5%2004
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Frequently asked questions

How much does Newport Capital Group, LLC manage?

Newport Capital Group, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Newport Capital Group, LLC manage?

Newport Capital Group, LLC manages 1 private funds with combined gross assets of $2.2 million.

How many employees does Newport Capital Group, LLC have?

Newport Capital Group, LLC reports 17 employees.

Where is Newport Capital Group, LLC located?

Newport Capital Group, LLC is based in Red Bank, NJ and has been SEC-registered since 2007.

Does Newport Capital Group, LLC disclose fund performance?

Newport Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 Broad Street, 5th Floor, Red Bank, NJ 07701
Phone732-741-8400
Fax732-741-6797
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1869032
Discloses disciplinary historyNo

Assets under management

Discretionary$1.21B
Non-discretionary$9M
Total (RAUM)$1.22B

Service providers

Auditor
Custodian