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PORT STREET INVESTMENTS, LLC
CRD 168596 · SEC 801-78708
24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
949-718-1600
Fax
949- 209-2546
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.5M
Discretionary AUM
$174.5M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $174.5M |
States served
CA, WI
All web addresses on file
Official SEC filing: View on IAPD