AdvisorCensus / Financial advisors / New York / New York / Port Capital Management
Port Capital Management
Filed as PORT CAPITAL MANAGEMENT · Legal name Port Capital Management LLC
Port Capital Management is an SEC-registered investment advisory firm in Massapequa, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Port Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Port Capital Management reports these compensation arrangements: a percentage of assets under its management.
What does Port Capital Management's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Port Capital Management located?
Port Capital Management's principal office is in Massapequa, NY, according to its Form ADV.
Is Port Capital Management registered with the SEC or a state?
Port Capital Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 330252.
How much does Port Capital Management manage?
Port Capital Management reports $29,811,084 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have Port Capital Management's assets and staff changed since 2024?
In the Form ADV data for Port Capital Management: Regulatory assets under management: $8,400,000 in the October 2024 data and $29,811,084 in the October 2026 data, up 255%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Port Capital Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (9).
Which custodians does Port Capital Management use?
Port Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Port Capital Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330252
Does Port Capital Management state an account minimum?
Its Form ADV Part 2A brochure dated March 13, 2026 says: "PCM generally does not impose a minimum relationship size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
Investment advisory fees range from 0.70% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Account minimum: None
The brochure's wording
PCM generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$29,811,084 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Port Capital Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $29,811,084 | 1 | March 13, 2026 |
| October 2024 | $8,400,000 | 1 | September 20, 2024 |
Regulatory assets under management: $8,400,000 in the October 2024 data and $29,811,084 in the October 2026 data, up 255%.
Total employees: 1 in October 2024 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Port Capital Management (CRD 330252): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/port-capital-management-massapequa-ny-330252