Investment adviser · CRD 168251

EASTPORT ADVISORS, LLC

Investment adviser filing (IA)

ANNAPOLIS, MD, United States · Form ADV filed Apr 11, 2014

Regulatory AUM
$36.3M
Form ADV · Item 5.F
Client accounts
55
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 11, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1204 BRITANNIA LANE
ANNAPOLIS, MD, 21403, United States

CRD 168251

Filing source

Form ADV 817035 · Apr 11, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.