PORT CAPITAL LLC
Total AUM
$2.9B
Employees
13Clients
488Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
180 NORTH STETSON AVENUE
SUITE 5700
CHICAGO
IL 60601
United States
SUITE 5700
CHICAGO
IL 60601
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
312-788-2400
Financials
Total AUM
$2.9B
Accounts
483Discretionary
$2.7B
Accounts
459Non-Discretionary
$136.3M
Accounts
24
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
424AUM
$983.8M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
5AUM
$1.3B
Pension/Profit Sharing Plan Clients
15AUM
$102.7M
Charitable Organization Clients
16AUM
$98.1M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
22AUM
$341M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLIDILMA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.