| Name | Title | Ownership | Since |
|---|---|---|---|
| Beacon Pointe Holdings, LLC Control | Member | Over 75% | 2013 |
| Catherine Grace Prentice | Chief Compliance Officer | Under 5% | 2020 |
| Graham Brown Pierce Control | Chief Executive Officer | Under 5% | 2013 |
Port Street Investments, LLC reports $200.6 million in regulatory assets under management on its Form ADV.
Port Street Investments, LLC reports 3 employees.
Port Street Investments, LLC is based in Newport Beach, CA and has been SEC-registered since 2013.
Port Street Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660 |
| Phone | 949-718-1600 |
| Fax | 949- 209-2546 |
| Office hours | 8:00 A.M To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $200.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $200.6M |