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PORT CAPITAL LLC
CRD 206517 · SEC 801-96218
180 NORTH STETSON AVENUE, SUITE 5700, CHICAGO, IL, 60601, United States
Phone
312-788-2400
Fax
224-990-3002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.85B
Discretionary AUM
$2.72B
Team
13 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 424 | $983.8M |
| Pooled investment vehicles | 5 | $1.33B |
| Pension/profit sharing plans | 15 | $102.7M |
| Charitable organizations | 16 | $98.1M |
| Corporations/business entities | 22 | $341.0M |
States served
CA, ID, IL, MA, FL
All web addresses on file
Official SEC filing: View on IAPD