{"url":"https://nivawealth.com/firms/newport-global-advisors-139368","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139368","regulatoryAum":174820677,"crd":"139368","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5088934","suffix":null,"lastName":"JANSZEN","firstName":"TIMOTHY","middleName":"T"},{"crd":"2396474","suffix":"MR.","lastName":"ROE","firstName":"KEVIN","middleName":"MICHAEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":376398159,"clients":2,"employees":10,"offices":1},{"filedOn":"2022-06-20","regulatoryAum":448660951,"clients":2,"employees":8,"offices":1},{"filedOn":"2023-06-26","regulatoryAum":472627208,"clients":5,"employees":8,"offices":1},{"filedOn":"2024-05-13","regulatoryAum":273172502,"clients":6,"employees":8,"offices":1},{"filedOn":"2025-05-03","regulatoryAum":186550453,"clients":6,"employees":8,"offices":1},{"filedOn":"2026-07-09","regulatoryAum":174820677,"clients":6,"employees":5,"offices":1}],"secFileNumber":"801-66417","legalName":"Newport Global Advisors L.P.","displayName":"Newport Global Advisors","slug":"newport-global-advisors-139368","website":"https://newportglobaladvisors.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware partnership","fiscalYearEnd":"December","headquarters":{"street":"9006 Forest Crossing Drive, Suite D","city":"The Woodlands","state":"TX","stateName":"Texas","country":"United States","postalCode":"77381-1155"},"tradeNames":[],"registration":{"secApproved":"4 May 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":174820677,"discretionary":174820677,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":90104463},{"label":"Insurance companies","clients":1,"fewerThan5":true,"regulatoryAum":84716214}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"BNY Mellon Asset Servicing","shortName":"BNY Mellon Asset Servicing","location":"New York, NY","smaAssets":73781690}],"custodyNote":"Newport Global Advisors has custody of $104M in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"Timothy Janszen","title":"Director, Chief Executive Officer","crd":"5088934"},{"name":"Roger May","title":"Managing Director; Chief Compliance Officer; Chief Operating Officer","crd":"5088935"},{"name":"Ryan Langdon","title":"Director, SR. Managing Director","crd":"3250585"},{"name":"Amanda Mauz","title":"Director of Finance","crd":"7918742"}],"ownership":[{"label":"Newport Global Advisors Feeder LLC","detail":"Limited partner in the 75% or more ownership band and a control person, since September 2006."},{"label":"Timothy Janszen","detail":"Indirect owner: a president, ceo, manager of Newport Global Advisors LLC in the 50% to 75% band and a control person, since September 2010. Also a president, ceo and manager of Newport Global Advisors Feeder LLC in the 50% to 75% band and a control person, since September 2010.","parent":"Newport Global Advisors LLC"},{"label":"Ryan Langdon","detail":"Indirect owner: a sr. managing director, manager of Newport Global Advisors LLC in the 25% to 50% band and a control person, since September 2010. Also a senior managing director, manager of Newport Global Advisors Feeder LLC in the 50% to 75% band and a control person, since September 2010.","parent":"Newport Global Advisors LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"9006 Forest Crossing Drive, Suite D","city":"The Woodlands","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"713-559-7400","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"Non-exchange-traded equity securities","percent":39},{"label":"Non-investment grade corporate bonds","percent":7},{"label":"Cash and cash equivalents","percent":19},{"label":"Other","percent":30,"detail":"Bank Debt"}],"privateFunds":5},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139368/PDF/139368.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Newport Global Advisors have?","answer":"Newport Global Advisors has 6 clients and manages $175 million for them, as of July 2026. They include 5 pooled investment vehicles and 1 insurance company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Newport Global Advisors offer?","answer":"Newport Global Advisors provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Newport Global Advisors use?","answer":"Newport Global Advisors’ separately managed account assets are held at BNY Mellon Asset Servicing (New York, NY), with $73.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Newport Global Advisors have?","answer":"Newport Global Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Newport Global Advisors invest in?","answer":"At the end of its last fiscal year, Newport Global Advisors’ separately managed accounts held 39% non-exchange-traded equities, 30% other, 19% cash and equivalents, 7% high-yield corporate bonds and 5% exchange-traded equities. The 30% other category is described as: Bank Debt. It advises 5 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Newport Global Advisors?","answer":"Newport Global Advisors’ direct owners are Newport Global Advisors Feeder LLC (75% or more), Timothy Janszen (50% to 75%) and Ryan Langdon (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Newport Global Advisors get paid?","answer":"Newport Global Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Newport Global Advisors?","answer":"Newport Global Advisors’ main office is at 9006 Forest Crossing Drive, Suite D, The Woodlands, TX 77381-1155. Its phone number is 713-559-7400. Its website is newportglobaladvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}