← Tributary

NEWPORT INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD 153918 · IAPD ↗ · app.junipersquare.com · 312-724-7031

$438.8MRegulatory AUM
17Advisory reps
17Employees
0Clients
0Planning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
April 2026 — NEWPORT INVESTMENT MANAGEMENT, LLC changed its website from investors.newportcapitalptrs.com to app.junipersquare.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
38
April 2026 — NEWPORT INVESTMENT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — NEWPORT INVESTMENT MANAGEMENT, LLC grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
January 2026 — NEWPORT INVESTMENT MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — NEWPORT INVESTMENT MANAGEMENT, LLC shrank from 15 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — NEWPORT INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.5M -> $582.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
30
May 2024 — NEWPORT INVESTMENT MANAGEMENT, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
May 2024 — NEWPORT INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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