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The 2011 Forman Investment Trust

MemberPortfolio Advisors LLC

About The 2011 Forman Investment Trust

The 2011 Forman Investment Trust is listed as Member at Portfolio Advisors LLC in Darien, CT. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Portfolio Advisors LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does The 2011 Forman Investment Trust work?

The 2011 Forman Investment Trust is listed as Member at Portfolio Advisors LLC on SEC Form ADV.

How much of Portfolio Advisors LLC does The 2011 Forman Investment Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Portfolio Advisors LLC

TitleMember
Ownership25-50%
Control personYes
Since2023
View Portfolio Advisors LLC →