PPrivate Fund Data Log in Join · $37/mo

Portfolio Medics, LLC

● SEC registered since 2018CRD 145958SEC# 801-113846Bonita Springs, FL
Export (members)
Reg. AUM
$552.7M
Employees
75
Accounts
3,702
Location
Bonita Springs, FL

Portfolio Medics, LLC assets under management

Portfolio Medics, LLC operates as an SEC-registered investment adviser based in Bonita Springs, FL. The firm has been registered since 2018. It reports $552.7 million in regulatory assets under management and employs 75 people.
www.portfoliomedics.comView on SEC.gov ↗

Portfolio Medics, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Christopher Conrath ControlManaging Member50-75%2007
John Michael Billy ControlManaging Member And Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Portfolio Medics, LLC manage?

Portfolio Medics, LLC reports $552.7 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Medics, LLC have?

Portfolio Medics, LLC reports 75 employees.

Where is Portfolio Medics, LLC located?

Portfolio Medics, LLC is based in Bonita Springs, FL and has been SEC-registered since 2018.

Does Portfolio Medics, LLC disclose fund performance?

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

Contact & registration

Address27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
Phone(239) 444-1766
Fax775-806-6006
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$542.1M
Non-discretionary$10.6M
Total (RAUM)$552.7M