PORTAGE CAPITAL MANAGEMENT LLC

Overview

Portage Capital Management LLC is a small, equity-biased advisory firm that combines separately managed account (SMA) portfolio management for individuals and small businesses with management of pooled investment vehicles, including an in-house hedge fund. The firm charges a mix of percentage-of-AUM and performance-based fees, which aligns incentives toward both asset growth and absolute/relative performance. Its client base spans high-net-worth individuals and families as well as some institutional relationships, and the advisory services emphasize active equity management delivered primarily through exchange-traded vehicles and custom SMAs. Investment positioning skews toward liquid public markets with a clear preference for equities as the core exposure. That equity focus is supplemented by targeted allocations to mutual funds and corporate debt for yield and diversification, and by allocations to hedge funds and real estate on the alternatives side. The firm’s combination of SMA solutions and a proprietary hedged vehicle suggests it blends discretionary stock/ETF selection with alternative sleeves to manage downside risk and pursue uncorrelated returns.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices