P
$29.8M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Insight prime
- Established Date
- 03-28-2024
- Office Locations
- 1
Office Locations
684 Broadway Massapequa NY
About Port Capital Management
Port Capital Management is an independent wealth management firm founded by Anthony Errico. The firm provides investment management, financial planning, legacy planning, and lending/liquidity support for individual investors, high-net-worth families, business owners, entrepreneurs, and executives. Public filings indicate its SMA portfolios are primarily ETF-based, with Charles Schwab and Goldman Sachs listed as custodians.
Team overview
-- AVG AGE
$29.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Fusion peak Pioneer Prime peak Momentum
Client Personas
Vertex frontier Oak
Custodian
Unison legacy Vital optima
Investment Themes
Element Vertex
Investment Vehicles
Peak
Services
Signal vital Glacier zenith Quantum vital Vital pioneer Fusion Focus Horizon optima Value momentum
Technology
Insight
Owner & Executives
A
ANTHONY Michael ERRICO
Chief Compliance Officer, Owner
- CRD
- #5679112
- Ownership
- 75% or more
(267) 837-7217
optima.pathway@insightcapital.com
in linkedin.com/in/bridge-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,811,084 | $327,594 |
| Non-Discretionary | $0 | -- |
| Total | $29,811,084 | $327,594 |
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Separately Managed Accounts
Total SMA Asset: $29,811,084
Equity - Exchange:
35.5% Cash:
64.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,539,603,250 | 35.5% |
| Cash | $4,614,208,723 | 64.5% |
| Total | $7,153,811,973 | 100.0% |