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NEWPORT GLOBAL ADVISORS L.P.

THE WOODLANDS, TX · CRD 139368 · IAPD ↗ · newportglobaladvisors.com · 713-559-7400

$174.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — NEWPORT GLOBAL ADVISORS L.P. reported RAUM down 32% ($273.2M -> $186.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2024 — NEWPORT GLOBAL ADVISORS L.P. reported RAUM down 42% ($472.6M -> $273.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.