# PORT CAPITAL LLC

PORT CAPITAL LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 206517
- Type: SEC-registered investment adviser
- SEC file number: 801-96218
- Location: 180 NORTH STETSON AVENUE, SUITE 5700, CHICAGO, IL, 60601
- Phone: 312-788-2400
- Latest filing: 2026-02-19
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $136.3M
- Clients: 13
- Accounts: 483

## 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._

| Name | Role | Location |
| --- | --- | --- |
| Brien Michael Obrien | CHAIRMAN & CEO | — |
| Tracy Elizabeth Rothmeyer | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| Edward Straus Loeb | PARTNER | — |
| Thomas J Duffey | TRUSTEE | — |
| Charles E Neal | ASSOCIATE PORTFOLIO MANANGER, SENIOR RESEARCH ANALYST | — |
| Jonathan D Meyers | CFO | — |
| Sean P Mcbride | RESEARCH ANALYST | — |
| Brian E Calabrese | VICE PRESIDENT - OPERATIONS | — |
| Michael J Laramie | HEAD TRADER | — |
| OBRIEN BRIEN MICHAEL | CHAIRMAN & CEO | — |
| O'BRIEN JAMES FRANCIS | BENEFICIARY | — |
| ROTHMEYER TRACY ELIZABETH | CCO & EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; TRUSTEE | — |
| HASTEN MARY | BENEFICIARY | — |
| LOEB EDWARD STRAUS | INDIVIDUAL; PARTNER | — |
| SCHATZ BRADLEY CARL | PRESIDENT; SENIOR MANAGING DIRECTOR | — |
| McBride George P | RESEARCH ANALYST | — |
| O'BRIEN KATHRYN ALEXANDRA | BENEFICIARY | — |
| OBRIEN LUKE HASTEN | BENEFICIARY | — |
| DUFFEY THOMAS J | TRUSTEE | — |
| NEAL CHARLES E | ASSOCIATE PORTFOLIO MANANGER, SENIOR RESEARCH ANALYST; RESEARCH ANALYST; SENIOR RESEARCH ANALYST | — |
| ROBERTS MARC | MANAGING DIRECTOR | — |
| KLING KEVYN JOHN | VP INSTITUTIONAL SALES | — |
| MEYERS JONATHAN | VP FINANCE | — |
| MCBRIDE SEAN | RESEARCH ANALYST | — |
| MEYERS JONATHAN D | CFO; VP FINANCE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/206517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/206517/similar
- Related entities: https://search.stillhousedata.com/firm/206517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/206517

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.