# Port Capital Management

> 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.

- CRD: 330252
- Filed as: PORT CAPITAL MANAGEMENT
- Legal name: Port Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Massapequa, NY
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330252
- AdvisorCensus page: https://advisorcensus.com/firm/port-capital-management-massapequa-ny-330252

## Quick answers

**How 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.

**How much does Port Capital Management charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: 0.7% to 1.5% a year (a range, as the brochure states it)

> 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

> PCM generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $29,811,084
- Discretionary: $29,811,084
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,739,088 |
| High net worth individuals | 14 | $24,752,454 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,319,542 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- portcapitalmgmt.com
- LinkedIn @port-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $8,400,000 | 1 | September 20, 2024 |
| October 2026 | $29,811,084 | 1 | March 13, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Port Capital Management (CRD 330252): Form ADV filing data as of October 2026.