OLD PORT ADVISORS, INC
Legal name: OLD PORT ADVISORS
CRD #108228 SEC #801-60130 PORTLAND, ME 207-774-6552
SEC Registered
Total AUM
$746.4M
Discretionary
$701.2M
Employees
16
Clients
10
Accounts
2,442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $746.4M | $701.2M | $45.3M | 16 | 0 |
| Apr 2025 | $746.4M | $701.2M | $45.3M | 16 | 0 |
| Apr 2025 | $746.4M | $701.2M | $45.3M | 16 | 0 |
| Apr 2025 | $746.4M | $701.2M | $45.3M | 16 | 0 |
| Jun 2024 | $698.4M | $646.4M | $52M | 12 | 0 |
| Jun 2024 | $698.4M | $646.4M | $52M | 12 | 0 |
| Mar 2024 | $698.4M | $646.4M | $52M | 12 | 0 |
| Apr 2023 | $651M | $648M | $3M | 13 | 0 |
| Mar 2023 | $651M | $648M | $3M | 13 | 0 |
| Mar 2022 | $1.1B | $1.1B | $47M | 13 | 0 |
| Apr 2021 | $910.6M | $823.1M | $87.5M | 11 | 0 |
| Jan 2021 | $834.3M | $763.6M | $70.8M | 11 | 0 |
| Jun 2020 | $834.3M | $763.6M | $70.8M | 11 | 0 |
| Feb 2020 | $834.3M | $763.6M | $70.8M | 11 | 0 |
| Oct 2019 | $640.5M | $570.2M | $70.2M | 10 | 0 |
| Apr 2019 | $640.5M | $570.2M | $70.2M | 10 | 0 |
| Mar 2019 | $640.5M | $570.2M | $70.2M | 10 | 0 |
| Mar 2019 | $640.5M | $570.2M | $70.2M | 10 | 0 |
| Mar 2018 | $716.1M | $597.8M | $118.3M | 10 | 0 |
| Mar 2017 | $533.2M | $499.7M | $33.5M | 13 | 700 |
| May 2016 | $470.6M | $466M | $4.5M | 10 | 600 |
| Mar 2016 | $470.6M | $466M | $4.5M | 10 | 600 |
| Jan 2016 | $500.7M | $471.9M | $28.8M | 13 | 800 |
| Mar 2015 | $500.7M | $471.9M | $28.8M | 13 | 800 |
| Feb 2015 | $433.4M | $425.2M | $8.2M | 14 | 800 |
| Oct 2014 | $433.4M | $425.2M | $8.2M | 14 | 800 |
| Aug 2014 | $433.4M | $425.2M | $8.2M | 14 | 800 |
| Mar 2014 | $433.4M | $425.2M | $8.2M | 13 | 800 |
| Jan 2014 | $356.3M | $197.7M | $158.6M | 9 | 600 |
| Oct 2013 | $356.3M | $197.7M | $158.6M | 8 | 600 |
| Apr 2013 | $356.3M | $197.7M | $158.6M | 9 | 600 |
| Nov 2012 | $148M | $120M | $28M | 12 | 400 |
| Oct 2012 | $148M | $120M | $28M | 6 | 400 |
| Jun 2012 | $148M | $120M | $28M | 6 | 400 |
| May 2012 | $148M | $120M | $28M | 6 | 400 |
| Apr 2012 | $148M | $120M | $28M | 6 | 400 |
| Apr 2011 | $132M | $111M | $21M | 10 | -- |
| Jan 2010 | $118.1M | $118.1M | $0 | 10 | -- |
| Jan 2010 | $71.5M | $71.5M | $0 | 10 | -- |
| Mar 2006 | $71.6M | $71.6M | $0 | 10 | -- |
| Sep 2005 | $88.6M | $88.1M | $528.1K | 10 | -- |
| Jun 2005 | $88.6M | $88.1M | $528.1K | 10 | -- |
| Jan 2005 | $80.3M | $74.8M | $5.5M | 10 | -- |
| Apr 2002 | $33.5M | $33M | $476.5K | 5 | -- |
DateJul 2025
Total AUM$746.4M
Discretionary$701.2M
Non-Disc.$45.3M
Employees16
Clients0
DateApr 2025
Total AUM$746.4M
Discretionary$701.2M
Non-Disc.$45.3M
Employees16
Clients0
DateApr 2025
Total AUM$746.4M
Discretionary$701.2M
Non-Disc.$45.3M
Employees16
Clients0
DateApr 2025
Total AUM$746.4M
Discretionary$701.2M
Non-Disc.$45.3M
Employees16
Clients0
DateJun 2024
Total AUM$698.4M
Discretionary$646.4M
Non-Disc.$52M
Employees12
Clients0
DateJun 2024
Total AUM$698.4M
Discretionary$646.4M
Non-Disc.$52M
Employees12
Clients0
DateMar 2024
Total AUM$698.4M
Discretionary$646.4M
Non-Disc.$52M
Employees12
Clients0
DateApr 2023
Total AUM$651M
Discretionary$648M
Non-Disc.$3M
Employees13
Clients0
DateMar 2023
Total AUM$651M
Discretionary$648M
Non-Disc.$3M
Employees13
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$47M
Employees13
Clients0
DateApr 2021
Total AUM$910.6M
Discretionary$823.1M
Non-Disc.$87.5M
Employees11
Clients0
DateJan 2021
Total AUM$834.3M
Discretionary$763.6M
Non-Disc.$70.8M
Employees11
Clients0
DateJun 2020
Total AUM$834.3M
Discretionary$763.6M
Non-Disc.$70.8M
Employees11
Clients0
DateFeb 2020
Total AUM$834.3M
Discretionary$763.6M
Non-Disc.$70.8M
Employees11
Clients0
DateOct 2019
Total AUM$640.5M
Discretionary$570.2M
Non-Disc.$70.2M
Employees10
Clients0
DateApr 2019
Total AUM$640.5M
Discretionary$570.2M
Non-Disc.$70.2M
Employees10
Clients0
DateMar 2019
Total AUM$640.5M
Discretionary$570.2M
Non-Disc.$70.2M
Employees10
Clients0
DateMar 2019
Total AUM$640.5M
Discretionary$570.2M
Non-Disc.$70.2M
Employees10
Clients0
DateMar 2018
Total AUM$716.1M
Discretionary$597.8M
Non-Disc.$118.3M
Employees10
Clients0
DateMar 2017
Total AUM$533.2M
Discretionary$499.7M
Non-Disc.$33.5M
Employees13
Clients700
DateMay 2016
Total AUM$470.6M
Discretionary$466M
Non-Disc.$4.5M
Employees10
Clients600
DateMar 2016
Total AUM$470.6M
Discretionary$466M
Non-Disc.$4.5M
Employees10
Clients600
DateJan 2016
Total AUM$500.7M
Discretionary$471.9M
Non-Disc.$28.8M
Employees13
Clients800
DateMar 2015
Total AUM$500.7M
Discretionary$471.9M
Non-Disc.$28.8M
Employees13
Clients800
DateFeb 2015
Total AUM$433.4M
Discretionary$425.2M
Non-Disc.$8.2M
Employees14
Clients800
DateOct 2014
Total AUM$433.4M
Discretionary$425.2M
Non-Disc.$8.2M
Employees14
Clients800
DateAug 2014
Total AUM$433.4M
Discretionary$425.2M
Non-Disc.$8.2M
Employees14
Clients800
DateMar 2014
Total AUM$433.4M
Discretionary$425.2M
Non-Disc.$8.2M
Employees13
Clients800
DateJan 2014
Total AUM$356.3M
Discretionary$197.7M
Non-Disc.$158.6M
Employees9
Clients600
DateOct 2013
Total AUM$356.3M
Discretionary$197.7M
Non-Disc.$158.6M
Employees8
Clients600
DateApr 2013
Total AUM$356.3M
Discretionary$197.7M
Non-Disc.$158.6M
Employees9
Clients600
DateNov 2012
Total AUM$148M
Discretionary$120M
Non-Disc.$28M
Employees12
Clients400
DateOct 2012
Total AUM$148M
Discretionary$120M
Non-Disc.$28M
Employees6
Clients400
DateJun 2012
Total AUM$148M
Discretionary$120M
Non-Disc.$28M
Employees6
Clients400
DateMay 2012
Total AUM$148M
Discretionary$120M
Non-Disc.$28M
Employees6
Clients400
DateApr 2012
Total AUM$148M
Discretionary$120M
Non-Disc.$28M
Employees6
Clients400
DateApr 2011
Total AUM$132M
Discretionary$111M
Non-Disc.$21M
Employees10
Clients--
DateJan 2010
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$88.6M
Discretionary$88.1M
Non-Disc.$528.1K
Employees10
Clients--
DateJun 2005
Total AUM$88.6M
Discretionary$88.1M
Non-Disc.$528.1K
Employees10
Clients--
DateJan 2005
Total AUM$80.3M
Discretionary$74.8M
Non-Disc.$5.5M
Employees10
Clients--
DateApr 2002
Total AUM$33.5M
Discretionary$33M
Non-Disc.$476.5K
Employees5
Clients--