Port Street Investments, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 168596
- Registered since
- October 23, 2013
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Port Street Investments, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves an institutional client base and provides portfolio management specifically for investment companies. Its ownership is listed as a combination of a domestic entity and an individual. Port Street charges fees as a percentage of assets under management, does not position itself as an ESG-focused investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
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
Contacts
2 of 2
Catherine Prentice
Director of ComplianceCRD 2537377
Graham Pierce
Partner, Managing DirectorCRD 2372762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 24 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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