PORT CAPITAL LLC

180 North Stetson Avenue
Suite 5700
Chicago, Illinois 60601
Tel: 312-788-2400

About PORT CAPITAL LLC

PORT CAPITAL LLC, formally registered with the SEC as PORT CAPITAL LLC. The firm was established in 05/06/2015. They have over 1 offices throughout the country.

PORT CAPITAL LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,286,898,236 assets under management, offering retirement planning & investment advisory services to 459 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	206517
SEC#	801-96218
Assets Managed by Firm	$2,286,898,236
No. of Clients	459
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	459	$2,286,898,236
High net worth individuals	413	$921,045,937
Pension and profit sharing plans	14	$7,435,964
Charitable organizations	14	$87,472,268
Corporations or other businesses	13	$293,872,419

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