Port Capital LLC

Port Capital LLC (CRD# 206517) is a financial advisory firm headquartered in Chicago, IL. They manage $2,286,898,236 in 459 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
180 North Stetson Avenue, Suite 5700, Chicago, IL 60601
http://www.portcapllc.com
By the Numbers
  • Total Assets Under Management
    2,287
    MILLION
  • Total Number of Accounts
    459
    ACCOUNTS
  • Average Account Value
    $4,982,349
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, ID, IL, MA, MI

Financial Advisors at Port Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Loeb, financial advisor Chicago IL
Edward S. Loeb
CRD#: 1389692
180 North Stetson Avenue, Suite 5700, Chicago, IL 60601

Edward Loeb (CRD# 1389692) is an Investment Advisor Representative working at Port Capital LLC in Chicago, IL and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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