| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee Eugene Munson Control | Managing Member & Chief Compliance Officer | Over 75% | 2008 |
Portfolio, LLC reports $373.2 million in regulatory assets under management on its Form ADV.
Portfolio, LLC reports 3 employees.
Portfolio, LLC is based in Albuquerque, NM and has been SEC-registered since 2008.
Portfolio, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6100 Uptown Blvd NE, Suite 540, Albuquerque, NM 87110 |
| Phone | 505-884-3445 |
| Fax | 505-884-3505 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $373.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $373.2M |