Data / Investment advisers / Texas / Newport Global Advisors L.P.
Newport Global Advisors L.P., The Woodlands, TX: $175 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Newport Global Advisors L.P. is an SEC registered investment adviser with its main office in The Woodlands, Texas and reports $175 million in regulatory assets under management in its Form ADV filed July 9, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 5 private funds.
The request: Watch Newport Global Advisors L.P. (CRD number 139368): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 139368
- SEC file number
- 801-66417
- SEC status
- Approved, effective May 4, 2006
- Main office
- 9006 Forest Crossing Drive Suite D, The Woodlands, TX 77381
- Phone
- (713) 559-7400
- Website
- newportglobaladvisors.com
- Regulatory AUM
- $174,820,677 in the Form ADV filed July 9, 2026
- Discretionary AUM
- $174,820,677
- Accounts
- 6
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 5: 3 hedge funds, 2 private equity funds
- Gross assets of private funds
- $111,602,230
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $90.1 million |
| Insurance companies | 1 | $84.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $174.8 million | March 20, 2026 |
| December 1, 2025 | $186.6 million | May 3, 2025 |
Other advisers in The Woodlands
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Legacy Capital | The Woodlands | $273.4 million | Not listed | adviserinfo.sec.gov |
| Position Wealth | The Woodlands | $242.1 million | Not listed | adviserinfo.sec.gov |
| Cooksen Wealth, LLC | The Woodlands | $206.2 million | Not listed | adviserinfo.sec.gov |
| Diamond Client Group, LLC | The Woodlands | $185.8 million | Not listed | adviserinfo.sec.gov |
| White Wing Wealth Management, LLC | The Woodlands | $182.8 million | Not listed | adviserinfo.sec.gov |
| Bison Investment Advisors, LLC | The Woodlands | $157.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in The Woodlands, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Newport Global Advisors L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.