Active
OLD PORT ADVISORS
Investment Advice|PORTLAND, ME
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$746.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 701.2M |
| Non-Discretionary | 45.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108228 |
| SEC Number | 801-60130 |
| Street Address | 130 MIDDLE STREET |
| Street Address 2 | 2ND FLOOR |
| Location | PORTLAND, ME 04101-7104 |
| Country | United States |
| Phone | 207-774-6552 |
| Fax | 207-775-2969 |
| Total Employees | 16 |
Client Count by Type (952 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 742 |
| High Net Worth Individual… | 176 |
| Pension/Profit Sharing Pl… | 29 |
| Corporations/Businesses | 5 |
Community Partners
CITY OF PORTLAND
CITY OF SOUTH PORTLAND
CITY OF WESTBROOK
COUNTY OF CUMBERLAND
MAINE MUSLIM COMMUNITY CE
SOUTH PORTLAND PROJECT SCHOLARSHIP
TOWN OF BALDWIN
TOWN OF BRIDGTON
TOWN OF CAPE ELIZABETH
TOWN OF CASCO
TOWN OF CHEBEAGUE ISLAND
TOWN OF CUMBERLAND
TOWN OF FALMOUTH
TOWN OF FREEPORT
TOWN OF FRYE ISLAND
TOWN OF GORHAM
TOWN OF GRAY
TOWN OF HARPSWELL
TOWN OF HARRISON
TOWN OF LONG ISLAND
CITY OF PORTLAND
CITY OF SOUTH PORTLAND
CITY OF WESTBROOK
COUNTY OF CUMBERLAND
MAINE MUSLIM COMMUNITY CE
SOUTH PORTLAND PROJECT SCHOLARSHIP
TOWN OF BALDWIN
TOWN OF BRIDGTON
TOWN OF CAPE ELIZABETH
TOWN OF CASCO
TOWN OF CHEBEAGUE ISLAND
TOWN OF CUMBERLAND
TOWN OF FALMOUTH
TOWN OF FREEPORT
TOWN OF FRYE ISLAND
TOWN OF GORHAM
TOWN OF GRAY
TOWN OF HARPSWELL
TOWN OF HARRISON
TOWN OF LONG ISLAND
CITY OF PORTLAND
CITY OF SOUTH PORTLAND
CITY OF WESTBROOK
COUNTY OF CUMBERLAND
MAINE MUSLIM COMMUNITY CE
SOUTH PORTLAND PROJECT SCHOLARSHIP
TOWN OF BALDWIN
TOWN OF BRIDGTON
TOWN OF CAPE ELIZABETH
TOWN OF CASCO
TOWN OF CHEBEAGUE ISLAND
TOWN OF CUMBERLAND
TOWN OF FALMOUTH
TOWN OF FREEPORT
TOWN OF FRYE ISLAND
TOWN OF GORHAM
TOWN OF GRAY
TOWN OF HARPSWELL
TOWN OF HARRISON
TOWN OF LONG ISLAND
Municipal Government
29 Active
29
Organizations
BOARD OF HARBOR COMMISSIONERS FOR THE HARBOR OF PORTLAND MAINE
BRIDGTON WATER DISTRICT
BRUNSWICK HOUSING AUTHORITY
BRUNSWICK SEWER DISTRICT
BRUNSWICK TOPSHAM WATER DISTRICT
BUSTINS ISLAND VILLAGE CORPORATION
CASCO BAY ISLAND TRANSIT DISTRICT
CUMBERLAND HOUSING AUTHORITY
ECOMAINE
FREEPORT SEWER DISTRICT
GRAY FIRE RESCUE
GRAY WATER DISTRICT
GREATER PORTLAND TRANSIT DISTRICT
HARRISON WATER DISTRICT
LONG CREEK WATERSHED MANAGEMENT DISTRICT
MIDCOAST REGIONAL REDEVELOPMENT AUTHORITY
NORTH YARMOUTH FIRE RESCUE
PARK SOUTH CONDOMINIUM OWNERS ASSOCIATION
PORTLAND HOUSING AUTHORITY
PORTLAND WATER DISTRICT
BOARD OF HARBOR COMMISSIONERS FOR THE HARBOR OF PORTLAND MAINE
BRIDGTON WATER DISTRICT
BRUNSWICK HOUSING AUTHORITY
BRUNSWICK SEWER DISTRICT
BRUNSWICK TOPSHAM WATER DISTRICT
BUSTINS ISLAND VILLAGE CORPORATION
CASCO BAY ISLAND TRANSIT DISTRICT
CUMBERLAND HOUSING AUTHORITY
ECOMAINE
FREEPORT SEWER DISTRICT
GRAY FIRE RESCUE
GRAY WATER DISTRICT
GREATER PORTLAND TRANSIT DISTRICT
HARRISON WATER DISTRICT
LONG CREEK WATERSHED MANAGEMENT DISTRICT
MIDCOAST REGIONAL REDEVELOPMENT AUTHORITY
NORTH YARMOUTH FIRE RESCUE
PARK SOUTH CONDOMINIUM OWNERS ASSOCIATION
PORTLAND HOUSING AUTHORITY
PORTLAND WATER DISTRICT
BOARD OF HARBOR COMMISSIONERS FOR THE HARBOR OF PORTLAND MAINE
BRIDGTON WATER DISTRICT
BRUNSWICK HOUSING AUTHORITY
BRUNSWICK SEWER DISTRICT
BRUNSWICK TOPSHAM WATER DISTRICT
BUSTINS ISLAND VILLAGE CORPORATION
CASCO BAY ISLAND TRANSIT DISTRICT
CUMBERLAND HOUSING AUTHORITY
ECOMAINE
FREEPORT SEWER DISTRICT
GRAY FIRE RESCUE
GRAY WATER DISTRICT
GREATER PORTLAND TRANSIT DISTRICT
HARRISON WATER DISTRICT
LONG CREEK WATERSHED MANAGEMENT DISTRICT
MIDCOAST REGIONAL REDEVELOPMENT AUTHORITY
NORTH YARMOUTH FIRE RESCUE
PARK SOUTH CONDOMINIUM OWNERS ASSOCIATION
PORTLAND HOUSING AUTHORITY
PORTLAND WATER DISTRICT
Special District
25 Active
25
Organizations
BRUNSWICK SCHOOL
CAPE ELIZABETH TOWN SCHOOLS
CHEBEAGUE ISLAND SCHOOL DEPARTMENT
FALMOUTH SCHOOL DEPARTMENT
GORHAM TOWN SCHOOLS
LONG ISLAND TOWN SCHOOLS
MAINE SCHOOL ADMIN DISTRICT
MAINE SCHOOL ADMINISTRATIVE DISTRICT 15
MAINE SPECIAL EDUCATION MENTAL HEALTH COLLABORATIVE
PORTLAND CITY SCHOOLS
PORTLAND SCHOOL DEPARTMENT
REGION 10 VOCATIONAL SCHOOL
REGIONAL SCHOOL UNIT 05
RSU 14
RSU NO 5
SCARBOROUGH TOWN SCHOOLS
SCHOOL ADMIN DIST 15
SCHOOL ADMIN DIST 51
SCHOOL ADMIN DIST 61
SEBAGO PUBLIC SCHOOLS
BRUNSWICK SCHOOL
CAPE ELIZABETH TOWN SCHOOLS
CHEBEAGUE ISLAND SCHOOL DEPARTMENT
FALMOUTH SCHOOL DEPARTMENT
GORHAM TOWN SCHOOLS
LONG ISLAND TOWN SCHOOLS
MAINE SCHOOL ADMIN DISTRICT
MAINE SCHOOL ADMINISTRATIVE DISTRICT 15
MAINE SPECIAL EDUCATION MENTAL HEALTH COLLABORATIVE
PORTLAND CITY SCHOOLS
PORTLAND SCHOOL DEPARTMENT
REGION 10 VOCATIONAL SCHOOL
REGIONAL SCHOOL UNIT 05
RSU 14
RSU NO 5
SCARBOROUGH TOWN SCHOOLS
SCHOOL ADMIN DIST 15
SCHOOL ADMIN DIST 51
SCHOOL ADMIN DIST 61
SEBAGO PUBLIC SCHOOLS
BRUNSWICK SCHOOL
CAPE ELIZABETH TOWN SCHOOLS
CHEBEAGUE ISLAND SCHOOL DEPARTMENT
FALMOUTH SCHOOL DEPARTMENT
GORHAM TOWN SCHOOLS
LONG ISLAND TOWN SCHOOLS
MAINE SCHOOL ADMIN DISTRICT
MAINE SCHOOL ADMINISTRATIVE DISTRICT 15
MAINE SPECIAL EDUCATION MENTAL HEALTH COLLABORATIVE
PORTLAND CITY SCHOOLS
PORTLAND SCHOOL DEPARTMENT
REGION 10 VOCATIONAL SCHOOL
REGIONAL SCHOOL UNIT 05
RSU 14
RSU NO 5
SCARBOROUGH TOWN SCHOOLS
SCHOOL ADMIN DIST 15
SCHOOL ADMIN DIST 51
SCHOOL ADMIN DIST 61
SEBAGO PUBLIC SCHOOLS
School District
27 Active
27
Organizations
1947 CLASS OF
1 PERCENT FOR THE FISHERMEN
1ST STEPS FOR VETS
211 Maine Inc
2190618 PORTLAND NORTH LL
240 STRINGS
317 MAIN COMMUNITY MUSIC CENTER, INC
317 Main St Community Center Inc
329 MERRYMEETING BAY CHAPTER OF TROUT UNLIMITED
32 Bar Blues Foundation
36TH NATIONAL NARROW GAUGE CONVENTION INC
3LEVELSORG
470 RAILROAD CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1947 CLASS OF
1 PERCENT FOR THE FISHERMEN
1ST STEPS FOR VETS
211 Maine Inc
2190618 PORTLAND NORTH LL
240 STRINGS
317 MAIN COMMUNITY MUSIC CENTER, INC
317 Main St Community Center Inc
329 MERRYMEETING BAY CHAPTER OF TROUT UNLIMITED
32 Bar Blues Foundation
36TH NATIONAL NARROW GAUGE CONVENTION INC
3LEVELSORG
470 RAILROAD CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1947 CLASS OF
1 PERCENT FOR THE FISHERMEN
1ST STEPS FOR VETS
211 Maine Inc
2190618 PORTLAND NORTH LL
240 STRINGS
317 MAIN COMMUNITY MUSIC CENTER, INC
317 Main St Community Center Inc
329 MERRYMEETING BAY CHAPTER OF TROUT UNLIMITED
32 Bar Blues Foundation
36TH NATIONAL NARROW GAUGE CONVENTION INC
3LEVELSORG
470 RAILROAD CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3131 Active
3131
Organizations
Community Partners131 organizations
CITY OF PORTLAND
Municipal Government·PORTLAND
CITY OF WESTBROOK
Municipal Government·WESTBROOK
MAINE MUSLIM COMMUNITY CE
Municipal Government·PORTLAND
SOUTH PORTLAND PROJECT SCHOLARSHIP
Municipal Government·SOUTH PORTLAND
TOWN OF BALDWIN
Municipal Government·WEST BALDWIN
TOWN OF BRIDGTON
Municipal Government·BRIDGTON
TOWN OF CHEBEAGUE ISLAND
Municipal Government·CHEBEAGUE ISLAND
TOWN OF CUMBERLAND
Municipal Government·CUMBERLAND CENTER
TOWN OF HARRISON
Municipal Government·HARRISON
TOWN OF STANDISH
Municipal Government·STANDISH
TOWN OF TOPSHAM TOWN HALL
Municipal Government·TOPSHAM
BOARD OF HARBOR COMMISSIONERS FOR THE HARBOR OF PORTLAND MAINE
Special District·PORTLAND
BRIDGTON WATER DISTRICT
Special District·BRIDGTON
BRUNSWICK SEWER DISTRICT
Special District·BRUNSWICK
BUSTINS ISLAND VILLAGE CORPORATION
Special District·BUSTINS ISLAND
CASCO BAY ISLAND TRANSIT DISTRICT
Special District·PORTLAND
GRAY FIRE RESCUE
Special District·GRAY
GRAY WATER DISTRICT
Special District·GRAY
GREATER PORTLAND TRANSIT DISTRICT
Special District·PORTLAND
HARRISON WATER DISTRICT
Special District·HARRISON
LONG CREEK WATERSHED MANAGEMENT DISTRICT
Special District·WINDHAM
MIDCOAST REGIONAL REDEVELOPMENT AUTHORITY
Special District·BRUNSWICK
NORTH YARMOUTH FIRE RESCUE
Special District·NORTH YARMOUTH
PARK SOUTH CONDOMINIUM OWNERS ASSOCIATION
Special District·GORHAM
PORTLAND WATER DISTRICT
Special District·PORTLAND
SOIL CONSERVATION DEPARTMENT
Special District·WINDHAM
WESTBROOK HOUSING AUTHORITY
Special District·WESTBROOK
YARMOUTH WATER DISTRICT
Special District·YARMOUTH
CHEBEAGUE ISLAND SCHOOL DEPARTMENT
School District·CHEBEAGUE ISLAND
FALMOUTH SCHOOL DEPARTMENT
School District·FALMOUTH
MAINE SCHOOL ADMIN DISTRICT
School District·BRIDGTON
MAINE SCHOOL ADMINISTRATIVE DISTRICT 15
School District·GRAY
MAINE SPECIAL EDUCATION MENTAL HEALTH COLLABORATIVE
School District·NEW GLOUCESTER
1947 CLASS OF
Nonprofit Organization·Freeport
1 PERCENT FOR THE FISHERMEN
Nonprofit Organization·Cape Elizabeth
1ST STEPS FOR VETS
Nonprofit Organization·South Portland
211 Maine Inc
Nonprofit Organization·Portland
2190618 PORTLAND NORTH LL
Nonprofit Organization·Portland
240 STRINGS
Nonprofit Organization·YARMOUTH
317 MAIN COMMUNITY MUSIC CENTER, INC
Nonprofit Organization·YARMOUTH
317 Main St Community Center Inc
Nonprofit Organization·Yarmouth
329 MERRYMEETING BAY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BRUNSWICK
32 Bar Blues Foundation
Nonprofit Organization·Portland
36TH NATIONAL NARROW GAUGE CONVENTION INC
Nonprofit Organization·New Gloucester
3LEVELSORG
Nonprofit Organization·Portland
470 RAILROAD CLUB INC
Nonprofit Organization·Portland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Gorham
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Topsham
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Portland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Brunswick
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Falmouth
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Falmouth
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Scarborough
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridgton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Naples
ABBA A WOMENS RESOURCE CENTER
Nonprofit Organization·PORTLAND
ABSTINENCE COALITION
Nonprofit Organization·South Portland
ACADEMY OF GENERAL DENTISTRY
Nonprofit Organization·Yarmouth
Academy of Greatness
Nonprofit Organization·New Gloucester
ACADIA BIRDING FESTIVAL
Nonprofit Organization·YARMOUTH
A C E MENTORING OF MAINE INC
Nonprofit Organization·Portland
A CENTER FOR THE AWARENESS OF PATTERN
Nonprofit Organization·Freeport
ACF CASCO BAY CULINARY ASSOCIATION
Nonprofit Organization·South Portland
A Company of Girls
Nonprofit Organization·Portland
ACORN PRODUCTIONS
Nonprofit Organization·Portland
ACTION FOR LIFE
Nonprofit Organization·PORTLAND
ADAM BAILEY FOUNDATION
Nonprofit Organization·Gorham
ADAM PERRON SCHOLARSHIP FOR EDUCATORS
Nonprofit Organization·HARRISON
ADios Ministries
Nonprofit Organization·Portland
ADM EXPLORATION FOUNDATION INC
Nonprofit Organization·North Yarmouth
ADOPTION SOLUTIONS OF MAINE
Nonprofit Organization·YARMOUTH
ADOVOCAT FOR ANIMALS INC
Nonprofit Organization·Scarborough
ADVENT CHRISTIAN CHURCH OF PORTLAND, MAINE
Nonprofit Organization·PORTLAND
ADVERTISING CLUB OF GREATER PORTLAND
Nonprofit Organization·Portland
Affinity
Nonprofit Organization·Portland
Affirming Behavioral Health
Nonprofit Organization·Portland
AFGHAN COMMUNITY OF MAINE
Nonprofit Organization·WESTBROOK
A FRESH START INC
Nonprofit Organization·South Portland
AFRICAN-AMERICAN POSTAL LEAGUE UNITED FOR SUCCESS A-PLUS
Nonprofit Organization·Portland
AFRICANS UNITED OF NEW ENGLAND
Nonprofit Organization·Westbrook
AFRICA SCHOOLHOUSE FOUNDATION
Nonprofit Organization·PORTLAND
AFRICA WOMAN & DEVELOPMENT
Nonprofit Organization·PORTLAND
AFTER PARTY INC
Nonprofit Organization·Portland