Port Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 19, 2026, reports $2.9B in regulatory assets under management, 13 employees, and 483 accounts.
Assets Under Management
$2.9B
Employees
13
Offices
--
Total Clients
482
Primary office
CHICAGO, IL
180 NORTH STETSON AVENUE, SUITE 5700, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.0% of total clients.
Top client categories% of clientsClients
1
HNWI
88.0%
424
2
Corporations
4.6%
22
3
Charitable
3.3%
16
4
Pension Plans
3.1%
15
5
Pooled Investment Vehicles
1.0%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of February 19, 2026
Discretionary95.2%
$2.7B
95% of total RAUM95.2%
Non-discretionary4.8%
$136M
5% of total RAUM4.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.9B
Total Accounts483
10Y AUM Change+$2.2B (+334.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee37:1
10Y Employee Change+5 (+62.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.