Port Capital LLC
Chicago, IL·SEC-registered · CRD #206517
Port Capital LLC is an SEC-registered investment advisory firm in Chicago, IL managing $2.9B across 507 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
507
Advisory staff
5
Fee model
Fee-only
How Port Capital LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Port Capital LLC
How much does Port Capital LLC manage?
Per its most recent SEC Form ADV filing (02/19/2026), Port Capital LLC reports $2.9B in regulatory assets under management across roughly 507 client accounts.
How does Port Capital LLC charge?
Port Capital LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Port Capital LLC a fiduciary?
Yes. Port Capital LLC is registered with the U.S. Securities and Exchange Commission (CRD #206517), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Port Capital LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Port Capital LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Port Capital LLC's public SEC Form ADV filing (CRD #206517, filed 02/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Port Capital LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Port Capital LLC? Claim this profile.