PPrivate Fund Data Log in Join · $37/mo

Portfolio Management, LLC

● SEC registered since 1992CRD 107129SEC# 801-42052Austin, TX
Export (members)
Reg. AUM
$144.4M
Employees
3
Accounts
339
Location
Austin, TX

Portfolio Management, LLC assets under management

Portfolio Management, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 1992. It reports $144.4 million in regulatory assets under management and employs 3 people.

Portfolio Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brinley Emma Kranz Ledonne ControlVice President/Chief Compliance Officer10-25%2020
Richard Winthrop Kranz ControlOwner/PresidentOver 75%1992

Frequently asked questions

How much does Portfolio Management, LLC manage?

Portfolio Management, LLC reports $144.4 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Management, LLC have?

Portfolio Management, LLC reports 3 employees.

Where is Portfolio Management, LLC located?

Portfolio Management, LLC is based in Austin, TX and has been SEC-registered since 1992.

Does Portfolio Management, LLC disclose fund performance?

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

Contact & registration

Address500 West 2nd Street, Suite 1900, Austin, TX 78701
Phone512-222-4035
Fax281-742-2554
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.4M
Non-discretionary$0
Total (RAUM)$144.4M