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 structured as an LLC and operates as a hedge fund manager and commodity pool operator/commodity trading advisor (CPO/CTA). The firm, SEC-registered since 2011, serves primarily institutional clients and focuses on managing pooled investment vehicles and providing portfolio management for businesses and institutions. Its compensation arrangements include both asset-based fees and performance fees, along with other fee components reported to regulators. Westport does not identify as an active ESG investor and is not flagged as a multi-state adviser or pension consultant in the available records. The firm also appears in regulatory filings as a sponsor, general partner, or managing member for pooled vehicles it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Valerie Speare

    VP, Chief Compliance OfficerCRD 5506700

Contacts

3 of 6
  • Sean Armstrong

    Sean Armstrong

    Managing PrincipalCRD 5937569

  • Peter Aronson

    PrincipalCRD 5937577

  • Howard Fife

    Howard Fife

    PrincipalCRD 1399441

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