Port Capital Management
Firm details
- Headquarters
- Massapequa, New York
- CRD number
- 330252
- Registered since
- April 13, 2026
- Website
- portcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.03%
- Individuals12.54%
- Pension & Profit Sharing Plans4.43%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Port Capital Management is an independent RIA organized as an LLC and based in New York. The firm is SEC registered (registration year 2026) and is owned by an individual. Its core business is fee-based portfolio management for individuals and small businesses, with a client base focused on individual and family accounts. Port Capital charges a percentage-of-AUM advisory fee and does not identify as an active ESG investor, a capital allocator, or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Massapequa, NY
Nassau
Location
Massapequa, NY
Headquartered in Massapequa, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 684 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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