Port Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,491,542
Clients
23
61% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,238,763
About
Port Capital Management is a small, SEC‑registered independent advisory firm that provides customized investment management to individuals, pension plans, and high‑net‑worth clients, overseeing roughly $29.8 million across about two dozen accounts. The firm constructs diversified portfolios using low‑cost mutual funds and ETFs and may also include bonds, options, alternative investments and REITs to meet client objectives.
The advisor combines fundamental and technical analysis and generally pursues a long‑term investment strategy while retaining flexibility to rebalance or trade short‑term as needed, with continuous monitoring and formal reviews at least annually. Accounts are managed under written agreements and, per the disclosure, are generally implemented on a discretionary basis with portfolio construction tailored to each client’s goals and risk tolerance.
Noteworthy for a solo independent firm, the disclosure explicitly contemplates the use of short‑term margin borrowings in client accounts and describes related margin risks, a practice that is uncommon among peers. The firm operates on the Schwab Advisor Services institutional platform, receiving technology and support benefits from the custodian while client assets remain held at the qualified custodian.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Private / alternative investments
Options & derivatives strategies
Real estate investing
Fee options
$0+: 1.50% annually +: 0.70% annually
Fee-only: Investment advisory fees range from 0.70% to 1.50% annually based on factors such as scope and complexity, asset level, and relationship complexity. Fees are negotiable.
Main office location
Port Capital Management
684 Broadway
Massapequa NY 11758, United States
Number of offices
1
Most active in
Port Capital Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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