WESTPORT STRATEGIES ADVISORS, LLC
CRD #163577 SEC #801-76594 BRAINTREE, MA 781-848-1212
SEC Registered
Total AUM
$1.9B
Discretionary
$0
Employees
1
Clients
--
Accounts
29
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| HARRINGTON, DONALD, PAUL | I | MANAGING MEMBER | NA | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | DOMESTIC ENTITY | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
| WESTPORT STRATEGIES, LLC | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| WESTPORT STRATEGIES, LLC | DE | WESTPORT STRATEGIES ADVISORS, LLC | F | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| HARRINGTON, DONALD, PAUL | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| NELSON, TIMOTHY, JOSEPH | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
| SEIBEL, SCOTT, JOHN | I | WESTPORT STRATEGIES, LLC | C | Control |
Registrations
Federal
IA
Sep 30, 2019 REGISTERED
Notice Filings (2)
MA NY
Address
100 GRANDVIEW ROADSUITE 404
BRAINTREE, MA 02184
United States
Phone: 781-848-1212