WESTPORT CAPITAL PARTNERS LLC

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

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 Status	Approved
Firm CRD#	157493
SEC#	801-72750
Assets Managed by Firm	$6,521,641,497
No. of Clients	34
No. of Advisors	35

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 Clients	AUM
Firm Total	34	$6,521,641,497

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