PORT STREET INVESTMENTS, LLC

Overview

Port Street Investments, LLC is a Delaware-style limited liability company that has been SEC-registered since 2013 and focuses on institutional clients. The firm’s core advisory work is portfolio management for investment companies, and it charges fees as a percentage of assets under management. FINTRX classifies the firm as an adviser that is not an active ESG investor, not a multi‑state adviser, and not a pension consultant. Ownership is recorded as a combination of a domestic entity and individuals. Industry affiliations listed for the firm extend beyond typical advisory work: Port Street is identified as an other investment adviser and an insurance company affiliate, and it is also noted as a sponsor, general partner, or managing member of pooled investment vehicles. Those relationships imply the firm operates both as a manager for pooled funds and in roles that carry legal and operational responsibilities for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices