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Private equityFirmfund of funds · probablelower middle market

Newport Capital Group, LLC

Private Equity

Red Bank, NJ

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

Search this name across graphsid dfx:pe:185a6697-dc84-4b2b-ae0e-ee26ad0c8b88

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 6
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

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

Independent Sponsorsidentity

Newport Capital Group, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

NEWPORT CAPITAL GROUP, LLC

Registered adviser · shared crd

Allocatorsidentity

Newport Capital Group

Investment consultant · shared crd

Facts

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

Funds: 1
PE funds: 1
Vintages: 2014 to 2014
PE GAV, 2024 filing: $2.3Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $327M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Latest ADV filing: Mar 29, 2024
Employees (ADV): 19
Website: newportcapitalgroup.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Newport Holdings, L.P.	2014	Harvest	Private Equity Fund	n/a	$2.3M	0

Relationships

Employs (18)

→ Kristine ViningPersonSenior Vice President Retirement Plan Consulting
factThe subject's own site
→ Ellen TeslerPersonSenior Vice President Investments
factThe subject's own site
→ Gail ThompsonPersonSenior Vice President Retirement Plan Consulting
factThe subject's own site
→ John D WibbelsmanPersonVice President Of Investment Strategies
Feb 1, 2008 to Mar 20, 2013inferenceForm ADV, The subject's own site
→ Michelle D BennettPersonChief Compliance Officer/ Executive Vice President
Nov 1, 2004 to presentfactForm ADV, The subject's own site
→ Lucia AbouzeidPersonVice President Retirement Plan Consulting
factThe subject's own site
→ Ellen ArendtPersonVice President Retirement Plan Consulting
factThe subject's own site
→ Lauren GoldfarbPersonSenior Vice President Business Development
factThe subject's own site
→ Armand IacobellisPersonVice President Investments
factThe subject's own site
→ David KozodoyPersonSenior Vice President Investments
factThe subject's own site
→ Joseph M. Kyrillos Jr.PersonDirector
factThe subject's own site
→ Barbara LanciaPersonSenior Vice President Operations
factThe subject's own site
→ Robert J. MilmorePersonSenior Vice President Investments
factThe subject's own site
→ Kate RoselliPersonVice President Financial Planning
factThe subject's own site
→ Sara RothfussPersonVice President Retirement Plan Consulting
factThe subject's own site
→ Natalie SantibanezPersonController
factThe subject's own site
→ Domenic Matthew DipieroPersonPresident
Nov 1, 2004 to presentfactForm ADV
→ David Michael DipieroPersonTrustee
Oct 1, 2016 to presentfactForm ADV

Manages (1)

→ Newport Holdings, L.P.FundPrivate Equity Fund
Mar 31, 2014 to presentfactForm ADV

Owns (1)

← Domenic M. Dipiero Family Trust F/b/o Domenic M. Dipiero IIIFirmMember
Feb 1, 2015 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 1, 2016
Person joined
David Michael Dipiero joined Schedule A of Newport Capital Group, LLC as Trustee Of Domenic M. Dipiero Family Trust F/B/O Domenic M. Dipiero Iii
Form ADVobserved 6 days ago
Occurred
Mar 20, 2013
Person left
John D Wibbelsman (Vice President Of Investment Strategies) no longer on Schedule A of Newport Capital Group, LLC
Form ADVobserved 6 days ago
Occurred
Dec 20, 2011
Adviser first adv filing
Newport Capital Group, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2008
Person joined
John D Wibbelsman joined Schedule A of Newport Capital Group, LLC as Vice President Of Investment Strategies
Form ADVobserved 6 days ago
Occurred
Nov 1, 2004
Person joined
Michelle D Bennett joined Schedule A of Newport Capital Group, LLC as Executive Vice President
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2014
Newport Holdings, L.P. first reported on Form ADV by Newport Capital Group, LLC (Private Equity Fund), GAV $652,507

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Kristine Vining (Senior Vice President Retirement Plan Consulting), Ellen Tesler (Senior Vice President Investments), Gail Thompson (Senior Vice President Retirement Plan Consulting), John D Wibbelsman (Senior Vice President Investments), Michelle D Bennett (Chief Compliance Officer/ Executive Vice President), Lucia Abouzeid (Vice President Retirement Plan Consulting), Ellen Arendt (Vice President Retirement Plan Consulting), Lauren Goldfarb (Senior Vice President Business Development), Armand Iacobellis (Vice President Investments), David Kozodoy (Senior Vice President Investments), Joseph M. Kyrillos Jr. (Director), Barbara Lancia (Senior Vice President Operations).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:185a6697-dc84-4b2b-ae0e-ee26ad0c8b88
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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, LLC

Private Equity

Red Bank, NJ

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

Search this name across graphsid dfx:pe:185a6697-dc84-4b2b-ae0e-ee26ad0c8b88

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Newport Holdings, L.P.

2014

Harvest

Private Equity Fund

n/a

$2.3M