← Tributary

WESTPORT ASSET MANAGEMENT INC

SOUTHPORT, CT · CRD 105795 · IAPD ↗ · 203-227-3601

$396.8MRegulatory AUM
2Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — WESTPORT ASSET MANAGEMENT INC (SOUTHPORT, CT) left the SEC roster (was $396.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
73
April 2024 — WESTPORT ASSET MANAGEMENT INC reported RAUM up 100% ($211.3M -> $422.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.