WESTPORT CAPITAL MARKETS, LLC
CRD #41562 SEC #801-53842 WESTPORT, CT 203-222-8933
SEC Registered Broker-Dealer
Total AUM
$321.8M
Discretionary
$84.7M
Employees
10
Clients
1
Accounts
253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $247.4M | $58.4M | $189.1M | 9 | 0 |
| Sep 2020 | $247.4M | $58.4M | $189.1M | 9 | 0 |
| Jun 2020 | $321.8M | $84.7M | $237.1M | 10 | 0 |
| Mar 2020 | $321.8M | $84.7M | $237.1M | 10 | 0 |
| Oct 2019 | $321.8M | $84.7M | $237.1M | 10 | 0 |
| Oct 2019 | $321.8M | $84.7M | $237.1M | 10 | 0 |
| Sep 2019 | $321.8M | $84.7M | $237.1M | 10 | 0 |
| Dec 2018 | $277.4M | $82.2M | $195.2M | 11 | 0 |
| Sep 2018 | $277.4M | $82.2M | $195.2M | 11 | 0 |
| Jul 2018 | $258.6M | $89.3M | $169.3M | 13 | 0 |
| Aug 2017 | $258.6M | $89.3M | $169.3M | 17 | 200 |
| Aug 2017 | $258.6M | $89.3M | $169.3M | 17 | 200 |
| May 2017 | $157.7M | $53.5M | $104.2M | 11 | 200 |
| Feb 2017 | $157.7M | $53.5M | $104.2M | 11 | 200 |
| Aug 2016 | $157.7M | $53.5M | $104.2M | 11 | 200 |
| Sep 2015 | $161.3M | $161.3M | $0 | 10 | 200 |
| Jan 2015 | $153.3M | $153.3M | $0 | 10 | 200 |
| Oct 2014 | $153.3M | $153.3M | $0 | 10 | 200 |
| Sep 2014 | $153.3M | $153.3M | $0 | 10 | 200 |
| Jul 2014 | $111.2M | $111.2M | $0 | 10 | 100 |
| Mar 2014 | $111.2M | $111.2M | $0 | 9 | 100 |
| Jan 2014 | $111.2M | $111.2M | $0 | 9 | 100 |
| Dec 2013 | $111.2M | $111.2M | $0 | 9 | 100 |
| Sep 2013 | $111.2M | $111.2M | $0 | 9 | 100 |
| Jun 2013 | $96.3M | $96.3M | $0 | 10 | 200 |
| Nov 2012 | $96.3M | $96.3M | $0 | 10 | 200 |
| Sep 2012 | $96.3M | $96.3M | $0 | 6 | 200 |
| Feb 2012 | $231.3M | $90.4M | $140.9M | 6 | 300 |
| Dec 2011 | $291.9M | $92.6M | $199.3M | 6 | 300 |
| Aug 2010 | $194.1M | $30.5M | $163.6M | 10 | -- |
| Jul 2010 | $178.1M | $32M | $146.1M | 10 | -- |
| Jul 2010 | $178.1M | $32M | $146.1M | 10 | -- |
| Apr 2010 | $178.1M | $32M | $146.1M | 10 | -- |
| Dec 2007 | $218.1M | $86.4M | $131.7M | 5 | -- |
| Oct 2007 | $218.1M | $86.4M | $131.7M | 5 | -- |
| Mar 2007 | $206M | $72.8M | $133.2M | 5 | -- |
| Mar 2007 | $206M | $72.8M | $133.2M | 5 | -- |
| Jan 2006 | $194.4M | $37M | $157.4M | 10 | -- |
| Sep 2005 | $194.4M | $37M | $157.4M | 10 | -- |
| Jun 2005 | $178.5M | $24M | $154.5M | 10 | -- |
| Aug 2004 | $178.5M | $24M | $154.5M | 10 | -- |
DateNov 2020
Total AUM$247.4M
Discretionary$58.4M
Non-Disc.$189.1M
Employees9
Clients0
DateSep 2020
Total AUM$247.4M
Discretionary$58.4M
Non-Disc.$189.1M
Employees9
Clients0
DateJun 2020
Total AUM$321.8M
Discretionary$84.7M
Non-Disc.$237.1M
Employees10
Clients0
DateMar 2020
Total AUM$321.8M
Discretionary$84.7M
Non-Disc.$237.1M
Employees10
Clients0
DateOct 2019
Total AUM$321.8M
Discretionary$84.7M
Non-Disc.$237.1M
Employees10
Clients0
DateOct 2019
Total AUM$321.8M
Discretionary$84.7M
Non-Disc.$237.1M
Employees10
Clients0
DateSep 2019
Total AUM$321.8M
Discretionary$84.7M
Non-Disc.$237.1M
Employees10
Clients0
DateDec 2018
Total AUM$277.4M
Discretionary$82.2M
Non-Disc.$195.2M
Employees11
Clients0
DateSep 2018
Total AUM$277.4M
Discretionary$82.2M
Non-Disc.$195.2M
Employees11
Clients0
DateJul 2018
Total AUM$258.6M
Discretionary$89.3M
Non-Disc.$169.3M
Employees13
Clients0
DateAug 2017
Total AUM$258.6M
Discretionary$89.3M
Non-Disc.$169.3M
Employees17
Clients200
DateAug 2017
Total AUM$258.6M
Discretionary$89.3M
Non-Disc.$169.3M
Employees17
Clients200
DateMay 2017
Total AUM$157.7M
Discretionary$53.5M
Non-Disc.$104.2M
Employees11
Clients200
DateFeb 2017
Total AUM$157.7M
Discretionary$53.5M
Non-Disc.$104.2M
Employees11
Clients200
DateAug 2016
Total AUM$157.7M
Discretionary$53.5M
Non-Disc.$104.2M
Employees11
Clients200
DateSep 2015
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees10
Clients200
DateJan 2015
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees10
Clients200
DateOct 2014
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees10
Clients200
DateSep 2014
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees10
Clients200
DateJul 2014
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees10
Clients100
DateMar 2014
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees9
Clients100
DateJan 2014
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees9
Clients100
DateDec 2013
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees9
Clients100
DateSep 2013
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees9
Clients100
DateJun 2013
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees10
Clients200
DateNov 2012
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees10
Clients200
DateSep 2012
Total AUM$96.3M
Discretionary$96.3M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$231.3M
Discretionary$90.4M
Non-Disc.$140.9M
Employees6
Clients300
DateDec 2011
Total AUM$291.9M
Discretionary$92.6M
Non-Disc.$199.3M
Employees6
Clients300
DateAug 2010
Total AUM$194.1M
Discretionary$30.5M
Non-Disc.$163.6M
Employees10
Clients--
DateJul 2010
Total AUM$178.1M
Discretionary$32M
Non-Disc.$146.1M
Employees10
Clients--
DateJul 2010
Total AUM$178.1M
Discretionary$32M
Non-Disc.$146.1M
Employees10
Clients--
DateApr 2010
Total AUM$178.1M
Discretionary$32M
Non-Disc.$146.1M
Employees10
Clients--
DateDec 2007
Total AUM$218.1M
Discretionary$86.4M
Non-Disc.$131.7M
Employees5
Clients--
DateOct 2007
Total AUM$218.1M
Discretionary$86.4M
Non-Disc.$131.7M
Employees5
Clients--
DateMar 2007
Total AUM$206M
Discretionary$72.8M
Non-Disc.$133.2M
Employees5
Clients--
DateMar 2007
Total AUM$206M
Discretionary$72.8M
Non-Disc.$133.2M
Employees5
Clients--
DateJan 2006
Total AUM$194.4M
Discretionary$37M
Non-Disc.$157.4M
Employees10
Clients--
DateSep 2005
Total AUM$194.4M
Discretionary$37M
Non-Disc.$157.4M
Employees10
Clients--
DateJun 2005
Total AUM$178.5M
Discretionary$24M
Non-Disc.$154.5M
Employees10
Clients--
DateAug 2004
Total AUM$178.5M
Discretionary$24M
Non-Disc.$154.5M
Employees10
Clients--