SourcingSourcing

NEWPORT GLOBAL ADVISORS L.P.

B54
CRD 139368·SEC 801-66417·THE WOODLANDS, TX
AUM
$174.8M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$524K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWPORT GLOBAL ADVISORS L.P.
CRD
139368
SEC file #
801-66417
EIN
—
DBA names
—

Economics

AUM
$174.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$511.1M → $174.8M▼ -66%
Client mix
Pooled Investment Vehicles5
Insurance Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
8 advisors → 5 advisors▼ -37%
Primary office
THE WOODLANDS TX
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
newportglobaladvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEWPORT GLOBAL ADVISORS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
NEWPORT GLOBAL ADVISORS
JANSZEN, TIMOTHY, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NEWPORTGLOBALADVISORS.COM
Rdap Domain Creation Date
2005-09-17T03:15:31Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Northern Trust15
Wells Fargo5
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-17T03:15:31Z
Rdap Domain Last Changed
2025-09-17T14:45:44Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
JANSZEN, TIMOTHY, T
IAR · Executive Officer · 2.5%
5088934
RYAN L LANGDON
Executive Officer · 2.5%
3250585
MAY, ROGER, A
Executive Officer · 2.5%
5088935
Mauz, Amanda, Lynn
Executive Officer · 2.5%
7918742
KEVIN MICHAEL ROE
IAR
2396474