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WESTPORT CAPITAL PARTNERS LLC

9 Old Kings Highway South
4th Floor
Darien, Connecticut 06820
Tel: 203-429-8600

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About WESTPORT CAPITAL PARTNERS LLC

WESTPORT CAPITAL PARTNERS LLC, formally registered with the SEC as WESTPORT CAPITAL PARTNERS LLC. The firm was established in 10/19/2011. They have over 2 offices throughout the country.

WESTPORT CAPITAL PARTNERS LLC is a Darien, Connecticut based Financial Planning firm with nearly $6,521,641,497 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157493
SEC#801-72750
Assets Managed by Firm$6,521,641,497
No. of Clients34
No. of Advisors35

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ORIGINATION FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total34$6,521,641,497

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