PORT CAPITAL LLC
SEC RegisteredA Culture of Investment Excellence
About the firm
Port Capital specializes in managing concentrated equity strategies tailored to meet the needs of global institutions, family offices, and high-net-worth individuals. Their primary goal is to generate exceptional long-term returns by investing in high-quality businesses that generate substantial cash flow from their core operations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity management for concentrated equity strategies, including single and multi-family office, endowment, foundation, and pension fund mandates aligned with the firm's investment strategies
Who they serve
Global institutions, family offices, high-net-worth individuals, single and multi-family offices, endowments, foundations, and pension funds
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 424 | $984M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 5 | $1.3B |
| Charitable Organizations | 15 | $103M |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity - First $15,000,000 | 1.00% |
| Equity - Assets over $15,000,000 | 0.80% |
| Fixed Income and Yield-Oriented - All Assets | 0.50% |
| The Funds - Monthly fee (approx. annual) | 0.95% |
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PORT CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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