Edward S. Loeb

PORT CAPITAL LLC

Chicago, IL 60601

Some features on this profile are disabled

CRD#: 1389692

Professional summary

Edward Straus Loeb, CFA, who also goes by Edward S Loeb, is a registered financial advisor currently at PORT CAPITAL LLC located in Chicago, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Edward has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward S Loeb

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Straus Loeb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

November 2, 2016 - Present

PORT CAPITAL LLC

Office #1: 180 North Stetson Avenue Suite 5700, Chicago, IL 60601

RIA

CRD#: 206517

Chicago, IL

Past

March 18, 2003 - July 14, 2015

HARRIS | OAKMARK

RIA

CRD#: 106960

CHICAGO, IL

Past

January 17, 1992 - July 14, 2015

HARRIS ASSOCIATES SECURITIES L.P.

CRD#: 6959

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORT CAPITAL LLC

CRD#: 206517 / SEC#: 801-96218

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/2/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/11/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/1993

General Securities Principal Examination

Current Firm

PORT CAPITAL LLC

CRD#: 206517 / SEC#: 801-96218

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

180 North Stetson Avenue Suite 5700, Chicago, IL 60601

Mailing Address

Phone number

(312) 788-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PORT CAPITAL LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	483
AUM (Assets Under Management)	$ 2,647,943,228

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/05/2025	Cover Page	Report
12/30/2024	Cover Page	Report
02/22/2024	Cover Page	Report
11/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edward S. Loeb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Straus Loeb's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARRIS | OAKMARK

HARRIS ASSOCIATES SECURITIES L.P.

Primary Firm SEC Registration

PORT CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/1993

Series 63

Date: 1/6/1992

SIE

Date: 7/14/2015

Series 7

Date: 1/15/1992

Series 24

Date: 1/6/1993

Current Firm

PORT CAPITAL LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PORT CAPITAL LLC

TRUST BUT VERIFY

Similar Advisors