NEWPORT CAPITAL GROUP, LLC
CRD #144442 SEC #801-68323 RED BANK, NJ 732-741-8400
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
17
Clients
26
Accounts
366
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $9M | 17 | 96 |
| Mar 2024 | $326.8M | $319.9M | $6.9M | 19 | 99 |
| Oct 2023 | $250.3M | $246.1M | $4.2M | 17 | 94 |
| Mar 2023 | $250.3M | $246.1M | $4.2M | 17 | 94 |
| Mar 2022 | $274.5M | $269.5M | $5M | 20 | 90 |
| Jan 2022 | $251.9M | $240.6M | $11.3M | 20 | 84 |
| Mar 2021 | $251.9M | $240.6M | $11.3M | 20 | 84 |
| Jul 2020 | $210.3M | $200.1M | $10.2M | 20 | 84 |
| Jun 2020 | $210.3M | $200.1M | $10.2M | 20 | 84 |
| Mar 2020 | $210.3M | $200.1M | $10.2M | 20 | 84 |
| Mar 2019 | $195.8M | $190.5M | $5.4M | 20 | 1 |
| Mar 2018 | $180.7M | $172.7M | $7.9M | 21 | 1 |
| Aug 2017 | $134.5M | $129.3M | $5.2M | 22 | 100 |
| Apr 2017 | $134.5M | $129.3M | $5.2M | 22 | 100 |
| Mar 2017 | $134.5M | $129.3M | $5.2M | 22 | 100 |
| Jan 2017 | $9.8B | $150M | $9.6B | 21 | 100 |
| Oct 2016 | $9.8B | $150M | $9.6B | 21 | 100 |
| Jul 2016 | $9.8B | $150M | $9.6B | 21 | 100 |
| Jun 2016 | $153.6M | $116.3M | $37.3M | 21 | 100 |
| Mar 2016 | $153.6M | $116.3M | $37.3M | 21 | 100 |
| Dec 2015 | $8.1B | $200M | $7.9B | 21 | 100 |
| Oct 2015 | $8.1B | $200M | $7.9B | 21 | 100 |
| Mar 2015 | $8.1B | $200M | $7.9B | 21 | 100 |
| Jul 2014 | $118.3M | $118.3M | $0 | 20 | 100 |
| Mar 2014 | $118.3M | $118.3M | $0 | 20 | 100 |
| Feb 2014 | $123.6M | $123.6M | $0 | 20 | 100 |
| Aug 2013 | $123.6M | $123.6M | $0 | 20 | 100 |
| Mar 2013 | $123.6M | $123.6M | $0 | 20 | 100 |
| Dec 2012 | $118.1M | $118.1M | $0 | 30 | 130 |
| Aug 2012 | $118.1M | $118.1M | $0 | 11 | 130 |
| Jul 2012 | $118.1M | $118.1M | $0 | 11 | 130 |
| Jul 2012 | $118.1M | $118.1M | $0 | 11 | 130 |
| Mar 2012 | $1.6B | $118.1M | $1.5B | 11 | 130 |
| Mar 2012 | $1.6B | $118.1M | $1.5B | 11 | 130 |
| Dec 2011 | $832.2M | $108M | $724.2M | 11 | 26 |
| May 2011 | $832.2M | $108M | $724.2M | -- | -- |
| Mar 2011 | $832.2M | $108M | $724.2M | -- | -- |
| Sep 2010 | $150M | $70M | $80M | 10 | -- |
| Feb 2009 | $125M | $40M | $85M | 10 | -- |
| Jan 2008 | $40.7M | $0 | $40.7M | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9M
Employees17
Clients96
DateMar 2024
Total AUM$326.8M
Discretionary$319.9M
Non-Disc.$6.9M
Employees19
Clients99
DateOct 2023
Total AUM$250.3M
Discretionary$246.1M
Non-Disc.$4.2M
Employees17
Clients94
DateMar 2023
Total AUM$250.3M
Discretionary$246.1M
Non-Disc.$4.2M
Employees17
Clients94
DateMar 2022
Total AUM$274.5M
Discretionary$269.5M
Non-Disc.$5M
Employees20
Clients90
DateJan 2022
Total AUM$251.9M
Discretionary$240.6M
Non-Disc.$11.3M
Employees20
Clients84
DateMar 2021
Total AUM$251.9M
Discretionary$240.6M
Non-Disc.$11.3M
Employees20
Clients84
DateJul 2020
Total AUM$210.3M
Discretionary$200.1M
Non-Disc.$10.2M
Employees20
Clients84
DateJun 2020
Total AUM$210.3M
Discretionary$200.1M
Non-Disc.$10.2M
Employees20
Clients84
DateMar 2020
Total AUM$210.3M
Discretionary$200.1M
Non-Disc.$10.2M
Employees20
Clients84
DateMar 2019
Total AUM$195.8M
Discretionary$190.5M
Non-Disc.$5.4M
Employees20
Clients1
DateMar 2018
Total AUM$180.7M
Discretionary$172.7M
Non-Disc.$7.9M
Employees21
Clients1
DateAug 2017
Total AUM$134.5M
Discretionary$129.3M
Non-Disc.$5.2M
Employees22
Clients100
DateApr 2017
Total AUM$134.5M
Discretionary$129.3M
Non-Disc.$5.2M
Employees22
Clients100
DateMar 2017
Total AUM$134.5M
Discretionary$129.3M
Non-Disc.$5.2M
Employees22
Clients100
DateJan 2017
Total AUM$9.8B
Discretionary$150M
Non-Disc.$9.6B
Employees21
Clients100
DateOct 2016
Total AUM$9.8B
Discretionary$150M
Non-Disc.$9.6B
Employees21
Clients100
DateJul 2016
Total AUM$9.8B
Discretionary$150M
Non-Disc.$9.6B
Employees21
Clients100
DateJun 2016
Total AUM$153.6M
Discretionary$116.3M
Non-Disc.$37.3M
Employees21
Clients100
DateMar 2016
Total AUM$153.6M
Discretionary$116.3M
Non-Disc.$37.3M
Employees21
Clients100
DateDec 2015
Total AUM$8.1B
Discretionary$200M
Non-Disc.$7.9B
Employees21
Clients100
DateOct 2015
Total AUM$8.1B
Discretionary$200M
Non-Disc.$7.9B
Employees21
Clients100
DateMar 2015
Total AUM$8.1B
Discretionary$200M
Non-Disc.$7.9B
Employees21
Clients100
DateJul 2014
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees20
Clients100
DateMar 2014
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees20
Clients100
DateFeb 2014
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees20
Clients100
DateAug 2013
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees20
Clients100
DateMar 2013
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees20
Clients100
DateDec 2012
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees30
Clients130
DateAug 2012
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees11
Clients130
DateJul 2012
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees11
Clients130
DateJul 2012
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees11
Clients130
DateMar 2012
Total AUM$1.6B
Discretionary$118.1M
Non-Disc.$1.5B
Employees11
Clients130
DateMar 2012
Total AUM$1.6B
Discretionary$118.1M
Non-Disc.$1.5B
Employees11
Clients130
DateDec 2011
Total AUM$832.2M
Discretionary$108M
Non-Disc.$724.2M
Employees11
Clients26
DateMay 2011
Total AUM$832.2M
Discretionary$108M
Non-Disc.$724.2M
Employees--
Clients--
DateMar 2011
Total AUM$832.2M
Discretionary$108M
Non-Disc.$724.2M
Employees--
Clients--
DateSep 2010
Total AUM$150M
Discretionary$70M
Non-Disc.$80M
Employees10
Clients--
DateFeb 2009
Total AUM$125M
Discretionary$40M
Non-Disc.$85M
Employees10
Clients--
DateJan 2008
Total AUM$40.7M
Discretionary$0
Non-Disc.$40.7M
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--