Westport Strategies Advisors, LLC (Braintree)

Westport Strategies Advisors, LLC is a large advisory firm based in Braintree. It manages $1.88 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Westport Strategies Advisors provides portfolio management for businesses and institutional clients 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.

Westport Strategies Advisors: assets under management

The assets under management (AUM) of Westport Strategies Advisors, LLC is $1.88 billion. The firm's AUM has grown by 869% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Westport Strategies Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Westport Strategies Advisors serves?

The only and largest group of clients of Westport Strategies Advisors is corporations or other businesses with 29 clients and $1.88 billion of assets under management. Among the 7 most similar advisory firms, Westport Strategies Advisors has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $1.88 billion for 29 clients. None of the firm’s clients are foreign persons or businesses.

Westport Strategies Advisors doesn't advise any private funds.

Careers at Westport Strategies Advisors, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Westport Strategies	Shareholder	1 Jan 2012	75% - 100%	30-0660630
Donald Paul Harrington	Managing member	1 Jan 2012	Other	1540881
Kyle Roger Bubeck	Chief compliance officer	1 Feb 2012	Other	4784699

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Donald Paul Harrington	Managing member	1 Jan 2011	25% - 50%	1540881
Scott John Seibel	Managing member	1 Jan 2011	25% - 50%	4047361
Timothy Joseph Nelson	Managing member	1 Jan 2011	25% - 50%	2317965

Based in Braintree

The principal office where Westport Strategies Advisors, LLC performs its advisory services is located at 100 Grandview Road, Braintree, MA 02184, which is also the mailing address of the firm. An additional office of the firm is in Albany, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-848-1212 or by fax 781-356-6818. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.