PORT CAPITAL MANAGEMENT
Total AUM
$29.8M
Employees
1Clients
24Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
684 BROADWAY
MASSAPEQUA
NY 11758
United States
MASSAPEQUA
NY 11758
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
212-597-2249
Financials
Total AUM
$29.8M
Accounts
91Discretionary
$29.8M
Accounts
91Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
9AUM
$3.7M
HNW Individual Clients
14AUM
$24.8M
Pension/Profit Sharing Plan Clients
1AUM
$1.3M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.