EASTPORT ADVISORS, LLC
CRD #168251 SEC #801-78335 ANNAPOLIS, MD 410-267-6626
SEC Registered
Total AUM
$36.3M
Discretionary
$36.3M
Employees
1
Clients
--
Accounts
55
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| RHODES, DAVID, TANNER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| RHODES, DAVID, TANNER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| RHODES, DAVID, TANNER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| RHODES, DAVID, TANNER | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Feb 20, 2014 REGISTERED
Notice Filings (1)
MD
Address
1204 BRITANNIA LANEANNAPOLIS, MD 21403
United States
Phone: 410-267-6626