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Port Capital LLC

Headquartered in CHICAGO, IL

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Firm Information

Port Capital LLC is a Chicago, IL-based investment advisor with approximately $2.3 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors. Port Capital LLC primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles.

Port Capital LLC

180 NORTH STETSON AVENUE

CHICAGO, IL 60601

$2.29B

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PORT CAPITAL LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Port Capital LLC

View All 1 Advisors
Unclaimed
Edward Straus Loeb

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Port Capital LLC.

Frequently Asked Questions (5)

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