WESTPORT CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2011
Total AUM
$8.9B
Discretionary
$8.9B
100% of AUM
Avg account
$241M
Accounts
37
Employees
34
Advisory reps
7

Firm details

Headquarters
DARIEN, Connecticut
CRD number
157493
Registered since
October 19, 2011
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles95.85%
  • Sovereign Wealth Funds3.26%
  • Other0.89%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Westport Capital Partners LLC is an SEC‑registered investment adviser organized as an LLC and active since 2011. The firm operates as a hedge fund manager serving institutional clients and performs commodity pool/commodity trading adviser activities (CPO/CTA). It provides portfolio management for pooled investment vehicles and for businesses or institutions, and also serves in sponsor/GP/managing‑member roles for pooled vehicles it originates or manages. Compensation for its services combines asset‑based fees with performance‑linked fees and other arrangements typical for hedge fund strategies. Westport does not identify itself as an active ESG investor and is not designated as a multi‑state adviser or a pension consultant in the available disclosures.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%85%
  • Other85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • VALERIE SPEARE

    VP, Chief Compliance OfficerCRD 5506700

Contacts

3 of 6
  • SEAN ARMSTRONG

    Managing PrincipalCRD 5937569

  • MARC POROSOFF

    Principal and General CounselCRD 5937720

  • STEVEN RUSSELL

    PrincipalCRD 5937737

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
9 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth