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Private fund adviser · Darien, CT

Westport Capital Partners LLC

SEC-registered investment adviser · CRD 157493 · SEC 801-72750

At a glance

Westport Capital Partners LLC is an SEC-registered investment adviser based in Darien, Connecticut, with $8.9 billion in regulatory assets under management as of its Form ADV filed August 25, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 676th of 4,686 private fund advisers and 1,481st of 17,210 SEC-registered advisers by assets.

Main office 203-429-8600westportcp.comLinkedInAs filed on Form ADV

Regulatory AUM
$8.9B
Rank among private fund advisers
#676 of 4,686
Rank among all SEC RIAs
#1,481 of 17,210
Rank in Connecticut
#64 of 507
Clients
37
Accounts
37
Discretionary
100% of AUM
Employees
34
Advisory staff
12
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles33$8.6B96%
Sovereign wealth funds and foreign official institutions1$291M3%
Other3$79M<1%

Private funds

Westport Capital Partners LLC reports 33 private funds with $8.7B in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Westport Capital Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

AtlasMembers

The full record on Westport Capital Partners LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,043 peers of its type and size
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Owners and executives, with titles and stakes
7 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
3Locked
Open Atlas free

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

Background

Questions

How much does Westport Capital Partners LLC manage?

Westport Capital Partners LLC reports $8.9 billion in regulatory assets under management across 37 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 25, 2026.

What kind of firm is Westport Capital Partners LLC?

Westport Capital Partners LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Westport Capital Partners LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($8.6 billion, 33 clients); sovereign wealth funds and foreign official institutions ($291 million, 1 clients); other ($79 million, 3 clients).

Does Westport Capital Partners LLC manage private funds?

Yes. It reports 33 private funds with $8.7 billion in gross assets, including hedge funds.

Does Westport Capital Partners LLC have any disciplinary history?

Westport Capital Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Westport Capital Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →