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Building 2PORT CAPITAL LLC

Map pinCHICAGO, IL
Phone312-788-2400
NotebookSEC #801-96218
Total AUM
$2.9B
Employees
13
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 NORTH STETSON AVENUE
SUITE 5700
CHICAGO
IL 60601
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
312-788-2400

ReceiptFinancials

Total AUM
$2.9B
Accounts
483
Discretionary
$2.7B
Accounts
459
Non-Discretionary
$136.3M
Accounts
24

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
424
AUM
$983.8M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
5
AUM
$1.3B
Pension/Profit Sharing Plan Clients
15
AUM
$102.7M
Charitable Organization Clients
16
AUM
$98.1M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
22
AUM
$341M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDILMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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