Westport Capital Partners LLC

Fee-Only (% of Portfolio)

Westport Capital Partners manages investments primarily in real estate and related financial assets. Westport serves as the investment manager for various privately offered investment funds and individually managed accounts. Westport tailors its investment advice to the investment objectives of each client, focusing on opportunistic and core plus investment opportunities.

Assets Under Management$7.7B
Clients36
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Westport Capital Partners manages investments for funds and managed accounts. The firm receives an annual management fee, typically between 0.75% and 1.5% per year, paid quarterly. The management fee may be offset by additional fees received by Westport, such as property management, acquisition, and company advisory fees. Westport may also receive performance allocations or carried interest allocations, typically between 0% and 20% of the fund's net capital appreciation or profit.

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Westport Capital Partners LLC | TrueAdvisor