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Portfolio Design Labs, LLC

● SEC registered since 2023CRD 318127SEC# 801-127598Encino, CA
Export (members)
Reg. AUM
$501.8M
Employees
4
Accounts
481
Location
Encino, CA

Portfolio Design Labs, LLC assets under management

Portfolio Design Labs, LLC is a registered investment adviser overseen by the SEC based in Encino, CA. The firm has been registered since 2023. It reports $501.8 million in regulatory assets under management and employs 4 people.
www.portfoliolabs.comView on SEC.gov ↗

Portfolio Design Labs, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason Terrance Thomas ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Portfolio Design Labs, LLC manage?

Portfolio Design Labs, LLC reports $501.8 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Design Labs, LLC have?

Portfolio Design Labs, LLC reports 4 employees.

Where is Portfolio Design Labs, LLC located?

Portfolio Design Labs, LLC is based in Encino, CA and has been SEC-registered since 2023.

Does Portfolio Design Labs, LLC disclose fund performance?

Portfolio Design Labs, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15760 Ventura Blvd, Suite 1700, Encino, CA 91436
Phone310-755-0411
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2010278
Discloses disciplinary historyNo

Assets under management

Discretionary$501.8M
Non-discretionary$0
Total (RAUM)$501.8M