{
  "crd_number": 157493,
  "slug": "westport-capital-partners-llc-darien-ct-157493",
  "primary_business_name": "WESTPORT CAPITAL PARTNERS LLC",
  "legal_name": "WESTPORT CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Darien",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-10-19",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 8920028596.0,
  "raum_discretionary": 8920028596.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 34,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 79132977.0,
      "count": 3,
      "description": "NUCLEAR POWER PLANT DECOMMISSIONING TRUST",
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 8550085692.0,
      "count": 33
    },
    "sovereign_wealth_foreign_official": {
      "raum": 290809927.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/WESTPORT-CAPITAL-PARTNERS",
    "https://westportcp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157493",
  "city_as_filed": "DARIEN",
  "url": "https://advisorcensus.com/firm/westport-capital-partners-llc-darien-ct-157493",
  "display_name": "Westport Capital Partners LLC",
  "summary": "Westport Capital Partners LLC is an SEC-registered investment advisory firm in Darien, CT, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Westport Capital Partners LLC (CRD 157493): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Westport Capital Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Westport Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "How much does Westport Capital Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.75% 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."
    },
    {
      "q": "Where is Westport Capital Partners LLC located?",
      "a": "Westport Capital Partners LLC's principal office is in Darien, CT, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Westport Capital Partners LLC registered with the SEC or a state?",
      "a": "Westport Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157493."
    },
    {
      "q": "How much does Westport Capital Partners LLC manage?",
      "a": "Westport Capital Partners LLC reports $8,920,028,596 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Westport Capital Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Westport Capital Partners LLC: Regulatory assets under management: $3,694,855,921 in the October 2021 data and $8,920,028,596 in the October 2026 data, up 141%. Total employees: 36 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Westport Capital Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33); other (3); sovereign wealth funds and foreign official institutions (1)."
    },
    {
      "q": "Which custodians does Westport Capital Partners LLC use?",
      "a": "Westport Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Westport Capital Partners LLC report any disciplinary disclosures?",
      "a": "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/157493"
    },
    {
      "q": "What changed in Westport Capital Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 12. Regulatory assets under management went from $7,689,203,336 to $8,920,028,596 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3694855921.0,
      "total_employees": 36,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4655702925.0,
      "total_employees": 37,
      "filing_date": "2022-08-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5553129037.0,
      "total_employees": 36,
      "filing_date": "2023-07-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6521641497.0,
      "total_employees": 35,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7689203336.0,
      "total_employees": 34,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8920028596.0,
      "total_employees": 34,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 12.",
        "Regulatory assets under management went from $7,689,203,336 to $8,920,028,596 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its office addresses in El Segundo, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Under the Advisory Agreement with each of the Funds, Westport is entitled to compensation for its services in the form of an annual management fee (the “Management Fee”), payable quarterly in advance, which is typically between 0.75% and 1.5% per annum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.75,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Under the Advisory Agreement with each of the Funds, Westport is entitled to compensation for its services in the form of an annual management fee (the “Management Fee”), payable quarterly in advance, which is typically between 0.75% and 1.5% per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/westport-capital-partners-llc-darien-ct-157493.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 8550085692.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 290809927.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 79132977.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157493",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}