LP Profile

Port Capital Management

Also known as port

Wealth ManagerMassapequa, United StatesFounded 2024
$30M
Assets Under Management
Massapequa
Headquarters
Investment Focus

About Port Capital Management

“At our core, we are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with intimacy, integrity, and independence.”

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Port Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$29.8M
Total Clients
91
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Port Capital Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Port Capital Management?

Port Capital Management is a wealth manager based in Massapequa, United States, managing approximately $30M in assets.

Where is Port Capital Management headquartered?

Port Capital Management is headquartered in Massapequa, United States.

How much does Port Capital Management manage?

Port Capital Management manages approximately $30M in assets under management.

When was Port Capital Management founded?

Port Capital Management was founded in 2024.

How can I contact Port Capital Management?

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