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 an SEC‑registered limited liability company that provides portfolio management services to businesses and institutional clients. The adviser charges fees based on a percentage of assets under management and appears organized as a domestic entity with individual ownership elements. It is not positioned as a capital allocator and does not self-identify as an active ESG investor or a multi‑state adviser; its regulatory footprint and service scope are narrowly described on its filings.
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
Michael Mccarty
COOCRD 2494156
Mark Merritt
Chief Compliance OfficerCRD 2797324
Dennis Davitt
Chief Executive OfficerCRD 4370382
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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