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PORTIA CAPITAL MANAGEMENT
PORTIA CAPITAL MANAGEMENT, LLC
CRD 286662
4127 TRAILS END DRIVE, SUITE 1911, FORT WORTH, TX, 76116, United States
Phone
619-481-0379
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.7M
Discretionary AUM
$48.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $7.9M |
| High net worth individuals | 8 | $10.9M |
| Charitable organizations | 1 | $46.9M |
All web addresses on file
Official SEC filing: View on IAPD