Associate Portfolio Mananger, Senior Research Analyst · Port Capital LLC
Charles E Neal
CRD 5804266 · Named on Form ADV at one SEC-registered adviser
At a glance
Port Capital LLC, an SEC-registered asset manager based in Chicago, IL with $2.9 billion in regulatory assets, lists Charles E Neal on its Form ADV as Associate Portfolio Mananger, Senior Research Analyst.
Firms and roles
- Port Capital LLCAssociate Portfolio Mananger, Senior Research AnalystAsset manager · Chicago, IL · $2.9B in regulatory assets
AtlasMembers
Charles’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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Colleagues named on the same filings (8)
- Brien M. ObrienChairman & CEO, Port Capital LLC
- Tracy E. RothmeyerChief Compliance Officer, Chief Operating Officer, Port Capital LLC
- Edward S. LoebPartner, Port Capital LLC
- Jonathan D MeyersCFO, Port Capital LLC
- Sean P McBrideResearch Analyst, Port Capital LLC
3 more people named with Charles on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.