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Porter Capital Management LLC (Ridgefield)


Porter Capital Management LLC is a large advisory firm based in Ridgefield. It manages $228.68 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Porter Capital Management provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Porter Capital Management: assets under management

The assets under management (AUM) of Porter Capital Management LLC is $228.68 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $228.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Porter Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Donald (Nmn) Porter Chief executive officer 1 Jan 1991 25% - 50% 5077040
Marcus Delafayette Porter President 1 Jan 1991 25% - 50% 5077741
David Andrew Bryson Managing partner 1 Jan 2001 75% - 100% 2511402
Bart Christopher Gutekunst Managing director 1 May 2003 75% - 100% 1040554

Based in Ridgefield

The principal office where Porter Capital Management LLC performs its advisory services is located at 38 C Grove Street, Ridgefield, CT 06877, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-431-0330 or by fax 203-702-5031. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday.


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