WESTPORT CAPITAL PARTNERS LLC

CRD 157493File 801-72750

APPROVED

Custody

Filing as of Aug 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$8.92B

Top 10% of cohort (national)

Discretionary AUM

$8.92B

Clients

37 accounts

Employees

Top 25% of cohort in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Oct 19, 2011
Principal office: 9 OLD KINGS HIGHWAY SOUTH, 4TH FLOOR, DARIEN, CT, 06820
Phone: 203-429-8600
Website: HTTP://WWW.WESTPORTCP.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.92B
Discretionary AUM: $8.92B
Non-discretionary AUM: $0
Discretionary accounts: 37
Non-discretionary accounts: 0
Total accounts: 37
AUM per client: $262.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Non-U.S. persons	Fewer than 5	$290.8M
Pooled investment vehicles	33	$8.55B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — ORIGINATION FEES
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	37	34	decreased by3
Apr 1, 2026	Clients	36	37	increased by1
Apr 1, 2026	AUM	$7,689,203,336	$8,920,028,596	increased by$1,230,825,260
Apr 1, 2026	Accounts	36	37	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	37	34	decreased by3
May 1, 2025 vs Oct 1, 2022	Clients	31	36	increased by5
May 1, 2025 vs Oct 1, 2022	AUM	$4,655,702,925	$7,689,203,336	increased by$3,033,500,411
May 1, 2025 vs Oct 1, 2022	Accounts	31	36	increased by5
Apr 1, 2022	Employees	36	37	increased by1
Apr 1, 2022	Clients	28	31	increased by3
Apr 1, 2022	AUM	$3,694,855,921	$4,655,702,925	increased by$960,847,004
Apr 1, 2022	Accounts	28	31	increased by3
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WESTPORT CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTPORT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.