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PORTAGE CAPITAL MANAGEMENT LLC
CRD 299015
655 DEEP VALLEY DRIVE, SUITE 125-P, ROLLING HILLS ESTATES, CA, 90274, United States
Phone
310-853-4673
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.7M
Discretionary AUM
$26.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $19.2M |
| Pooled investment vehicles | 1 | $4.5M |
| Charitable organizations | 1 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD