Portage Capital Management LLC
Portage Capital Management LLC (CRD# 299015) is a financial advisory firm headquartered in Rolling Hills Estates, CA. They manage $22,500,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$4,500,000
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Portage Capital Management LLC
1
John Polk (CRD# 2058943) is an Investment Advisor Representative working at Portage Capital Management LLC in El Segundo, CA and has over 5 years of experience in the finance industry.
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