| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Evans Cook LLC | Other Private | $4.9M | $10K |
| Barrett Evans Capital 1 | Other Private | $2.9M | $10K |
| Barrett Evans Capital 2 | Other Private | $425K | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Harley Parker Evans Control | Managing Member, President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2010 |
| Joseph Charles Baer | Chief Operating Officer | 5-10% | 2016 |
Successful Portfolios LLC reports $242.7 million in regulatory assets under management on its Form ADV.
Successful Portfolios LLC manages 3 private funds with combined gross assets of $8.3 million.
Successful Portfolios LLC reports 2 employees.
Successful Portfolios LLC is based in Clearwater, FL and has been SEC-registered since 2015.
Successful Portfolios LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 611 Druid Road East, Suite 407, Clearwater, FL 33756 |
| Phone | 727-744-3614 |
| Fax | 727-483-7455 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $218.3M |
| Non-discretionary | $24.3M |
| Total (RAUM) | $242.7M |