Port Capital LLC

Port Capital LLC, established in March 2015, is a registered investment adviser offering services to high net worth individuals, pension plans, charitable organizations, and corporations. The firm manages separately managed accounts (SMAs) with discretionary or non-discretionary authority, tailored to individual client needs. Port Capital also serves as the investment adviser to private investment funds, managing assets in accordance with specific strategies outlined in offering documents. The firm does not participate in wrap fee programs and had approximately $2.515 billion of assets under management as of December 31, 2024. Fees for SMAs are based on a tiered structure, with equity portfolios charged 1.00% on the first $15,000,000 and 0.80% on assets over that amount. The firm does not charge performance-based fees. Port Capital conducts ongoing reviews of client accounts, with quarterly rebalancing based on client objectives. The firm votes proxies for client securities, unless clients instruct otherwise. Port Capital has no reportable disciplinary events and does not require advance payment of fees. The firm has established policies and procedures to address conflicts of interest related to brokerage practices, soft dollar arrangements, and client referrals. Clients are encouraged to review the firm's detailed investment strategies and risk factors outlined in the brochure.