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Portfolio Thinktank

● SEC registered since 2019CRD 154006SEC# 801-117700
Export (members)
Reg. AUM
$11M
Employees
5
Accounts
2
Location
—

Portfolio Thinktank assets under management

Portfolio Thinktank operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $11 million in regulatory assets under management and employs 5 people.
portfoliothinktank.comView on SEC.gov ↗

Portfolio Thinktank owners & executives

3 reported
NameTitleOwnershipSince
Gravity Investments Inc. ControlParent CompanyOver 75%2016
Jim Eric DamschroderCco, CeoUnder 5%2016
Jim Eric Damschroder ControlCeo50-75%2016

Frequently asked questions

How much does Portfolio Thinktank manage?

Portfolio Thinktank reports $11 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Thinktank have?

Portfolio Thinktank reports 5 employees.

Does Portfolio Thinktank disclose fund performance?

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

Contact & registration

Phone9704728489
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$11M
Non-discretionary$0
Total (RAUM)$11M