Newport Capital is a fund manager in Red Bank with $274.50 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
861109193
SEC advisor number
801-68323
FINRA CRD number
144442
AUM ?
$326.80 mm
(as of 29 Mar 24)
Accounts
296
(as of 29 Mar 24)
Employees
19
(8 investment advisory or research)
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Newport Capital Group, LLC | $274.50 mm | |
Newport Holdings, L.P. | $3.97 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21