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Vice President - Marketing & Communications · Port Capital LLC

Kimberly A Phelan

CRD 6716800 · 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 Kimberly A Phelan on its Form ADV as Vice President - Marketing & Communications.

Firms and roles

  • Port Capital LLCVice President - Marketing & CommunicationsAsset manager · Chicago, IL · $2.9B in regulatory assets

AtlasMembers

Kimberly’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.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Kimberly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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