PORT CAPITAL LLC

PORT CAPITAL LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 206517). Regulatory assets under management: $2.9B.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Brien Michael ObrienCHAIRMAN & CEO
Tracy Elizabeth RothmeyerCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
Edward Straus LoebPARTNER
Thomas J DuffeyTRUSTEE
Charles E NealASSOCIATE PORTFOLIO MANANGER, SENIOR RESEARCH ANALYST
Jonathan D MeyersCFO
Sean P McbrideRESEARCH ANALYST
Brian E CalabreseVICE PRESIDENT - OPERATIONS
Michael J LaramieHEAD TRADER
OBRIEN BRIEN MICHAELCHAIRMAN & CEO
O'BRIEN JAMES FRANCISBENEFICIARY
ROTHMEYER TRACY ELIZABETHCCO & EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; TRUSTEE
HASTEN MARYBENEFICIARY
LOEB EDWARD STRAUSINDIVIDUAL; PARTNER
SCHATZ BRADLEY CARLPRESIDENT; SENIOR MANAGING DIRECTOR
McBride George PRESEARCH ANALYST
O'BRIEN KATHRYN ALEXANDRABENEFICIARY
OBRIEN LUKE HASTENBENEFICIARY
DUFFEY THOMAS JTRUSTEE
NEAL CHARLES EASSOCIATE PORTFOLIO MANANGER, SENIOR RESEARCH ANALYST; RESEARCH ANALYST; SENIOR RESEARCH ANALYST
ROBERTS MARCMANAGING DIRECTOR
KLING KEVYN JOHNVP INSTITUTIONAL SALES
MEYERS JONATHANVP FINANCE
MCBRIDE SEANRESEARCH ANALYST
MEYERS JONATHAN DCFO; VP FINANCE

Private funds (5)

FundTypeFormedOwnersGross asset valueMin investment
PORT CAPITAL PARTNERS MULTI CAP FUND, LPHedge FundDelaware85$390.7M$500K
PORT CAPITAL SMALL CAP FUND, LPHedge FundDelaware98$390.1M$500K
PORT CAPITAL PARTNERS MULTI CAP FUND II, LPHedge FundDelaware234$351.2M$500K
PORT CAPITAL SMALL CAP FUND II, LPHedge FundDelaware230$163.2M$500K
S&P 500 INDEX EQUALLY WEIGHTED FUND, LPHedge FundDelaware28$33.2M$100K

Fund service providers (1)

More on this firm