Millbank Dartmoor Portsmouth LLC
Firm details
- Headquarters
- Asheville, North Carolina
- CRD number
- 311046
- Registered since
- November 6, 2020
- Website
- www.mdpvol.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses62.46%
- Pension & Profit Sharing Plans37.54%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Millbank Dartmoor Portsmouth LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered (registration year 2020) and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for businesses or institutions, and the firm does not identify itself as a capital allocator or an active ESG investor. The regulatory and disclosure profile points to a compact, institutionally focused adviser rather than a broad retail practice. It does not list multi-state adviser status or related-adviser relationships, and it is not described as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives55%
- Cash & Cash Equivalents25%
- US Government Bonds14%
- Exchange Traded Equities6%
Owners & executives
3 of 3
Dennis Davitt
Chief Executive OfficerCRD 4370382
Michael Mccarty
COOCRD 2494156
Mark Merritt
Chief Compliance OfficerCRD 2797324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$176M in ETFs
100%
$176M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $172M | 229,402 | 97.73% |
Location
Asheville, NC
Buncombe
Location
Asheville, NC
Headquartered in Asheville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- Buncombe
- Address
- 22 S Pack Sq
- Time zone
- ET (UTC-5)
- Office locations
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