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Measured Risk Portfolios, Inc.

● SEC registered since 2014CRD 141422SEC# 801-80124San Diego, CA
Export (members)
Reg. AUM
$400M
Employees
10
Accounts
1,456
Location
San Diego, CA

Measured Risk Portfolios, Inc. assets under management

Measured Risk Portfolios, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2014. It reports $400 million in regulatory assets under management and employs 10 people.
www.kingsroadinc.comView on SEC.gov ↗

Measured Risk Portfolios, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Bernard Aaron Surovsky ControlChief Investment Officer50-75%2010
Lawrence Douglas Kriesmer ControlPresident/Chief Compliance Officer50-75%2002

Frequently asked questions

How much does Measured Risk Portfolios, Inc. manage?

Measured Risk Portfolios, Inc. reports $400 million in regulatory assets under management on its Form ADV.

How many employees does Measured Risk Portfolios, Inc. have?

Measured Risk Portfolios, Inc. reports 10 employees.

Where is Measured Risk Portfolios, Inc. located?

Measured Risk Portfolios, Inc. is based in San Diego, CA and has been SEC-registered since 2014.

Does Measured Risk Portfolios, Inc. disclose fund performance?

Measured Risk Portfolios, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5230 Carroll Canyon Road, #224, San Diego, CA 92121
Phone858-935-1125
Fax858-452-3742
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$365.9M
Non-discretionary$34M
Total (RAUM)$400M