# Port Capital Management

Port Capital Management is a Bank / Wealth / Trust based in Massapequa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Massapequa, United States
- **Region:** North America
- **Address:** Massapequa, NY, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** portcapital.com
- **LinkedIn:** https://www.linkedin.com/company/port-capital-management

## Regulatory record

- **CRD number:** 330252
- **SEC file number:** 801-135850
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330252

## About

Navigating wealth into a legacy. | At Port Capital Management, we are dedicated to providing sophisticated financial solutions tailored to the unique needs of our clientele.

## Sectors

- Public Equities
- ESG

## People

- Paul Dietrich — Chief Executive Officer

## Questions

### Who runs investment decisions at Port Capital Management?

Paul Dietrich serves as Chief Executive Officer and chief investment decision-maker for the firm. He designed the core earnings-acceleration screening methodology and remains the named portfolio manager for the firm's large-cap growth strategies. Dietrich's tenure traces to the firm's founding, creating strong alignment between the investment process and the leadership that oversees it.

### How does Port Capital integrate ESG into its investment process?

ESG integration functions as a fundamental screen rather than an exclusionary filter or a separate overlay. Companies that score poorly on governance indicators or exhibit high exposure to carbon-intensive fuel industries are removed from consideration before the upside-capture model screens for earnings acceleration. The resulting portfolio is designed to match or exceed the Russell 1000 Growth benchmark's growth profile while maintaining significantly lower ESG risk scores.

### How does Port Capital's large-cap growth strategy compare to passive ESG benchmarks?

Unlike passive ESG indices that rely on third-party exclusionary criteria and market-cap weighting, Port Capital actively selects companies based on an earnings-acceleration model with a built-in governance and environmental screen. The active share is high, and the strategy has historically generated performance distinct from both traditional large-cap growth benchmarks and ESG index products. The approach treats ESG variables as forward-looking fundamental factors rather than backward-looking scoring artifacts.

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- [Porikaas Wealth Management (OPC)](https://altss.com/profile/porikaas-wealth-management-opc)
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Last updated: 2026-06-03T20:00:00.000Z

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