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PORTFOLIO MANAGEMENT, LLC
CRD 107129 · SEC 801-42052
500 WEST 2ND STREET, SUITE 1900, AUSTIN, TX, 78701, United States
Phone
512-222-4035
Fax
281-742-2554
Registration
— (—)
Source
State registered
Total AUM
$151.9M
Discretionary AUM
$151.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $11.7M |
| High net worth individuals | 65 | $140.2M |
All web addresses on file
Official SEC filing: View on IAPD