PORT CAPITAL LLC

Advisory Business

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

Employees

Total Number of Employees	12
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	2

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	433	$2.2B
Non-Discretionary	26	$123.8M
Total	459	$2.3B

Clients

Type	Number	RAUM
Individuals	<5	$0
HNW Individuals	413	$921.0M
Banking or thrift institutions	<5	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	5	$977.1M
Pension and profit sharing plans	14	$7.4M
Charitable organizations	14	$87.5M
State or municipal gov entities	<5	$0
Other investment advisers	<5	$0
Insurance companies	<5	$0
Sovereign wealth funds and foreign official institutions	<5	$0
Corporations or other businesses	13	$293.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	9
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-96218
SEC ERA File Number	801-96218
SEC CIK Numbers	1729212
SEC CRD Numbers	206517
Legal Entity Identifier	254900N08TPC4T3QE997

Principal Office

180 NORTH STETSON AVENUE
SUITE 5700
CHICAGO
IL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic