Port Capital provides investment advice and manages portfolios for individuals and high net worth individuals in separately managed accounts. They also manage private investment funds. Port Capital's investment recommendations include stocks, bonds, and private limited partnerships. They review accounts at least quarterly and rebalance as needed. For the private funds, Port Capital manages them according to their offering documents.
Assets Under Management$2.9B
Clients482
Advisors1
Avg. per Client$5.9M
Avg. per Advisor$2.9B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15M+ | 0.80% |
Equity Portfolios. For Fixed Income and Yield-Oriented Portfolios, the annual fee is 0.50% of all assets. Some clients may negotiate different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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