Falists
← Back to search

PORT CAPITAL LLC

CRD 206517 · SEC 801-96218

Visit website

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

TypeClientsAUM
High net worth individuals424$983.8M
Pooled investment vehicles5$1.33B
Pension/profit sharing plans15$102.7M
Charitable organizations16$98.1M
Corporations/business entities22$341.0M

States served

CA, ID, IL, MA, FL

All web addresses on file

Official SEC filing: View on IAPD