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
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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