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).

By the Numbers
  • Total Assets Under Management
    1,011
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $2,897,147
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NM, RI, WI

Financial Advisors at Port Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward S. Loeb
CRD#: 1389692
180 North Stetson Avenue, Suite 5700, Chicago, IL 60601
93
Wealthminder
score

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.

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