Westport Capital Partners Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 157493
· SEC file 801-72750
· Darien, CT
· WWW.WESTPORTCP.COM
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $8.9B
- Discretionary
- $8.9B
- Clients
- 37
- Avg AUM / client
- $241M
- Accounts
- 37
- Employees
- 34
AUM over time
$1.6B
$8.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 33 | $8.6B | 95.9% |
| Sovereign wealth funds and foreign official institutions | 1 | $291M | 3.26% |
| Other | 3 | $79.1M | 0.89% |
Private funds (32)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $7.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wcp Newcold Ii, L.P. | Hedge Fund | Delaware | $2.5B | 59 |
| Wcp Newcold Ii A, L.P. | Hedge Fund | Delaware | $653M | 30 |
| Wcp Newcold Iii, L.P. | Hedge Fund | Delaware | $563M | 101 |
| Wcp Special Core Plus Fund Ii, L.P. | Hedge Fund | Delaware | $437M | 14 |
| Wcp Newcold I A, Lp | Hedge Fund | Delaware | $420M | 43 |
| Wcp Homebuilder Inventory Solutions, L.P. | Hedge Fund | Delaware | $304M | 32 |
| Wcp Special Core Plus Fund, L.P. | Hedge Fund | Delaware | $292M | 20 |
| Wcp Scp Iii, Lp | Hedge Fund | Delaware | $280M | 14 |
| Wcp Fund Ogi, Cv | Hedge Fund | Netherlands | $268M | 2 |
| Wcp Fund Ogi, L.P. | Hedge Fund | Delaware | $248M | 2 |
| Wcp Real Estate Fund V, L.P. | Hedge Fund | Delaware | $213M | 24 |
| Wcp Fund S, L.P. | Hedge Fund | Delaware | $185M | 3 |
| Wcp Sfr Fund, L.P. | Hedge Fund | Delaware | $157M | 4 |
| Wcp Real Estate Fund Iii, L.P. | Hedge Fund | Delaware | $131M | 92 |
| Wcp Newcold I C, L.P. | Hedge Fund | Delaware | $111M | 30 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sdc League Pension Fund Board Of Trustees Sdc League Pension Fund | 2024 | |
| Southern California Ibew Neca Pension Plan Board Of Trustees, Southern California Ibew Neca | 2024 | |
| Operating Engineers' Local 324 Pension Fund Joint Board Of Trustees Operating Engineers Local 324 | 2024 | |
| Bac Local 23 North Shore Chapter Pension Fund Joint Board Of Trustees Of Bac Local 23 North Shore Chapter | 2024 | |
| Avw Gme 401(k) Plan Apple Valley Waste Services, Inc. | 2024 | |
| North Central States Regional Council Of Carpenters Pension Fund Joint Board Of Trustees Of North Central States Regional Council Of | 2024 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Armstrong, Sean, Frederick | Managing Principal | Apr 2006 (20y) | Less than 5% | |
| Aronson, Peter | Principal | Apr 2006 (20y) | Less than 5% | |
| Geiger, William, Gregory | Principal | Apr 2006 (20y) | Less than 5% | |
| Porosoff, Marc, Jeffrey | Principal And General Counsel | Apr 2006 (20y) | Less than 5% | |
| Socaransky, Jordan, Sean | Principal | Apr 2006 (20y) | Less than 5% | |
| Fife, Howard, Benjamin | Principal And Head Trader | Jul 2006 (20y) | Less than 5% | |
| Russell, Steven, Alan | Principal And Chief Administrative Officer | Jan 2011 (16y) | Less than 5% | |
| Speare, Valerie, Lynn | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wcp Holding Company, Llc | Sole Member (Westport Capital Partners Llc) | Jul 2014 | A | 75% or more |
| Westport Capital Partners, Lp | Sole Member | Jul 2014 | B | ≈ 56.25% – 100% via Wcp Holding Company, Llc |
| Wcp Gp, Llc | General Partner | Jul 2014 | B | GP / trustee / elected manager of Westport Capital Partners, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Westport Capital Partners, Lp: 75% – 100% of Wcp Holding Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (32, $7.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wcp Newcold Ii, L.P. | Hedge Fund | $2.5B | $100K | 59 |
| Wcp Newcold Ii A, L.P. | Hedge Fund | $653M | $50.0K | 30 |
| Wcp Newcold Iii, L.P. | Hedge Fund | $563M | $100K | 101 |
| Wcp Special Core Plus Fund Ii, L.P. | Hedge Fund | $437M | $5.0M | 14 |
| Wcp Newcold I A, Lp | Hedge Fund | $420M | $100K | 43 |
| Wcp Homebuilder Inventory Solutions, L.P. | Hedge Fund | $304M | $100K | 32 |
| Wcp Special Core Plus Fund, L.P. | Hedge Fund | $292M | $5.0M | 20 |
| Wcp Scp Iii, Lp | Hedge Fund | $280M | $100K | 14 |
| Wcp Fund Ogi, Cv | Hedge Fund | $268M | $0 | 2 |
| Wcp Fund Ogi, L.P. | Hedge Fund | $248M | $0 | 2 |
| Wcp Real Estate Fund V, L.P. | Hedge Fund | $213M | $100K | 24 |
| Wcp Fund S, L.P. | Hedge Fund | $185M | $1.0M | 3 |
| Wcp Sfr Fund, L.P. | Hedge Fund | $157M | $5.0M | 4 |
| Wcp Real Estate Fund Iii, L.P. | Hedge Fund | $131M | $80.0K | 92 |
| Wcp Newcold I C, L.P. | Hedge Fund | $111M | $50.0K | 30 |
| Wcp Real Estate Fund Iv, L.P. | Hedge Fund | $102M | $5.0M | 61 |
| Wcp Fund S I, L.P | Hedge Fund | $98.9M | $1.0M | 3 |
| Wcp Bi Solutions, L.P. | Hedge Fund | $87.9M | $0 | 2 |
| Wcp Edgewater, L.P. | Hedge Fund | $83.1M | $5.0M | 5 |
| Wcp Ml Holdings, Llc | Hedge Fund | $60.6M | $1.0M | 6 |
| Wcp Real Estate Fund Iv (Erisa), L.P. | Hedge Fund | $51.3M | $5.0M | 9 |
| Wcp Fund J, L.P. | Hedge Fund | $33.5M | $1.0M | 2 |
| Wcp Real Estate Fund Ii, L.P. | Hedge Fund | $30.8M | $500K | 46 |
| Wcp Real Estate Fund Iii(a), L.P. | Hedge Fund | $29.4M | $5.0M | 2 |
| Wcp Real Estate Fund Ii (B), L.P. | Hedge Fund | $11.9M | $25.0K | 19 |
Top 25 of 32 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sdc League Pension Fund | Board Of Trustees Sdc League Pension Fund | 1,252 | $50.9M | 09/01/2024 |
| Southern California Ibew Neca Pension Plan | Board Of Trustees, Southern California Ibew Neca | 8,335 | $1.6B | 07/01/2024 |
| Operating Engineers' Local 324 Pension Fund | Joint Board Of Trustees Operating Engineers Local 324 | 8,819 | $1.9B | 05/01/2024 |
| Bac Local 23 North Shore Chapter Pension Fund | Joint Board Of Trustees Of Bac Local 23 North Shore Chapter | 558 | $112M | 03/01/2024 |
| Avw Gme 401(k) Plan | Apple Valley Waste Services, Inc. | 253 | $5.9M | 01/01/2024 |
| North Central States Regional Council Of Carpenters Pension Fund | Joint Board Of Trustees Of North Central States Regional Council Of | 7,316 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 8.89 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ORIGINATION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $79.1M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗