THE WOODLANDS, TXCRD 139368Latest ADV March 20, 2026
Newport Global Advisors L.P. is an SEC registered investment adviser organized as a partnership with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 20, 2026, reports $175M in regulatory assets under management, 5 employees, and 6 accounts.
Assets Under Management
$175M
Employees
5
Offices
--
Total Clients
6
Primary office
THE WOODLANDS, TX
9006 FOREST CROSSING DRIVE, SUITE D, THE WOODLANDS, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 83.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
83.3%
5
2
Insurance Cos.
16.7%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 20, 2026
Discretionary100.0%
$175M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$175M
Total Accounts6
10Y AUM Change$-501M (-74.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1:1
10Y Employee Change-5 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.