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PORT CAPITAL LLC
CRD 206517File 801-96218
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.85B
Top 25% of cohort (national)
Discretionary AUM
$2.72B
Non-discretionary $136.3M
Clients
482
483 accounts
Employees
13
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 6, 2015
- Principal office
- 180 NORTH STETSON AVENUE, SUITE 5700, CHICAGO, IL, 60601
- Phone
- 312-788-2400
- Website
- HTTP://WWW.PORTCAPLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.85B
- Discretionary AUM
- $2.72B
- Non-discretionary AUM
- $136.3M
- Discretionary accounts
- 459
- Non-discretionary accounts
- 24
- Total accounts
- 483
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $341.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 16 | $98.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 424 | $983.8M |
| Pooled investment vehicles | 5 | $1.33B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 15 | $102.7M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.