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Owner and Chief Compliance Officer · Port Capital Management

Anthony M Errico

CRD 5679112 · Named on Form ADV at one SEC-registered adviser

At a glance

Port Capital Management, an SEC-registered wealth manager based in Massapequa, NY with $30 million in regulatory assets, lists Anthony M Errico on its Form ADV as Owner and Chief Compliance Officer, a control person.

Firms and roles

  • Port Capital ManagementOwner and Chief Compliance OfficerWealth manager · Massapequa, NY · $30M in regulatory assets

AtlasMembers

Anthony’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.