Newport Heatherton, LLC is a private equity fund based in Dallas, Texas. According to its most recent Form D, filed Sep 29, 2026, it has sold $3,475,000 of interests to 22 investors since its first sale in Sep 2026. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Jeffrey Juster; Newport Capital Advisors, LLC.
- Total raised
- $3,475,000Cumulative sales reported on Form D
- Investors
- 22
- First sale
- Sep 17, 2026
- Minimum investment
- $10,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jeffrey Juster; Newport Capital Advisors, LLC
- Latest Form D
- Sep 29, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Newport Heatherton, LLC
What is the minimum investment for Newport Heatherton, LLC?
According to its latest Form D, filed Sep 29, 2026, the minimum investment Newport Heatherton, LLC accepts from an outside investor is $10,000.
Who can invest in Newport Heatherton, LLC?
Newport Heatherton, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Newport Heatherton, LLC raised?
Newport Heatherton, LLC reports $3,475,000 sold from 22 investors on its Form D filed Sep 29, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Newport Heatherton, LLC based?
Newport Heatherton, LLC is based in Dallas, Texas.
When did Newport Heatherton, LLC launch?
Newport Heatherton, LLC reports its first sale in Sep 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 58% of the 1,455 private equity funds based in Texas, and more than 31% of all 9,129 that report sales.