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PORT CAPITAL LLC

CHICAGO, IL · CRD 206517 · IAPD ↗ · portcapllc.com · 312-788-2400

$2.85BRegulatory AUM
5Advisory reps
13Employees
0Clients
0Planning clients
5Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — PORT CAPITAL LLC reported RAUM up 29% ($1.77B -> $2.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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