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AllocatorsInvestment consultantinvestment consultant

Newport Capital Group

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:a07f44b3-18eb-4834-bb37-7a89b1872db4

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 3
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Newport Capital Group, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Newport Capital Group, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

NEWPORT CAPITAL GROUP, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Institutional RAUM: $883MForm ADV
Discretionary RAUM: $401M
Pension plan clients (ADV): 111
Recommended commitments: 0derived
Latest client year end: Jun 30, 2023
CRD: 144442

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Genon Pension Plan for Bargained Employees	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (2)

← The University of Pennsylvania Penn Police Association Defined Benefit Retirement PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Genon Pension Plan for Bargained EmployeesPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
Newport Capital Group no longer appears on Genon Pension Plan for Bargained Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 3 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:a07f44b3-18eb-4834-bb37-7a89b1872db4
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Newport Capital Group

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:a07f44b3-18eb-4834-bb37-7a89b1872db4

Plan

Role

From

Current

Evidence

The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Genon Pension Plan for Bargained Employees

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact