PORT CAPITAL MANAGEMENT

PORT CAPITAL MANAGEMENT LLC Legal Name

Adviser information for PORT CAPITAL MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-129779
SEC ERA File Number 801-129779
SEC CIK Numbers None
SEC CRD Numbers 330252
Legal Entity Identifier None

Principal Office

684 BROADWAY
MASSAPEQUA
NY
United States
Monday - Friday, BY APPOINTMENT
Tel: 516-246-5629, Fax: None

Chief Compliance Officer

ANTHONY ERRICO
OWNER
684 BROADWAY
MASSAPEQUA
NY
United States
Tel: 516-246-5629
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ERRICO, ANTHONY, M Individual OWNER AND CHIEF COMPLIANCE OFFICER 02/2024 > 75%

No. Employees, Historic

1050202420251 on 2/27/20241 on 3/28/2024

RAUM, Historic

000202420250 on 2/27/20240 on 3/28/2024