Port Capital LLC
Port Capital LLC (CRD# 206517) is a financial advisory firm headquartered in Chicago, IL. They manage $1,011,104,233 in 349 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management1,011MILLION
Total Number of Accounts349ACCOUNTS
Average Account Value$2,897,147
- A percentage of assets under your management
- 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)
CA, FL, IL, MA, NM, RI, WI
Edward Loeb (CRD# 1389692) is an Investment Advisor Representative working at Port Capital LLC in Chicago, IL and has over 26 years of experience in the finance industry.