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Edward Straus Loeb

Port Capital LLC

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About Edward Straus Loeb

Edward Straus Loeb is an Investment Advisor Representative associated with Port Capital LLC in Chicago, IL. Edward Straus Loeb has been in the securities industry since January 1992. Edward Straus Loeb has a Series 63, Series 65, and Series 24 license. Edward Straus Loeb's previous experience includes working at Harris Associates Securities L.P. from January 1992 to July 2015 in Chicago, IL.

Firm Information

Edward Loeb is currently registered with Port Capital LLC. 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.

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Edward Loeb’s Registration & Firm History

IL

11/02/2016 - Present

Port Capital LLC (CHICAGO IL)

IL

01/17/1992 - 07/14/2015

HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/11/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/1993

Series 24 - General Securities Principal Examination

BC

Issued 07/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Straus Loeb.
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