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PORT CAPITAL MANAGEMENT

MASSAPEQUA, NY · CRD 330252 · IAPD ↗ · portcapitalmgmt.com · 212-597-2249

$29.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — PORT CAPITAL MANAGEMENT (MASSAPEQUA, NY) is newly SEC-registered with $29.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
November 2024 — PORT CAPITAL MANAGEMENT (MASSAPEQUA, NY) left the SEC roster — its 120-day provisional registration did not convert (was $8.4M RAUM, 1 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
25
May 2024 — PORT CAPITAL MANAGEMENT changed its website from portcapitalmangement.com to portcapitalmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
April 2024 — PORT CAPITAL MANAGEMENT (MASSAPEQUA, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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