Chief Compliance Officer, Chief Operating Officer · Port Capital LLC
Tracy E. Rothmeyer
CRD 4445687 · 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 Tracy E. Rothmeyer on its Form ADV as Chief Compliance Officer, Chief Operating Officer.
Firms and roles
- Port Capital LLCChief Compliance Officer, Chief Operating OfficerAsset manager · Chicago, IL · $2.9B in regulatory assets
AtlasMembers
Tracy’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
- Edward S. LoebPartner, Port Capital LLC
- Charles E NealAssociate Portfolio Mananger, Senior Research Analyst, Port Capital LLC
- Jonathan D MeyersCFO, Port Capital LLC
- Sean P McBrideResearch Analyst, Port Capital LLC
3 more people named with Tracy 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 Tracy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.