PORTAFOLIO CAPITAL MANAGEMENT

Overview

Portafolio Capital Management is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and client education through periodicals and seminars/workshops. Regulatory and operational attributes reported by the firm indicate it does not describe itself as an ESG-active investor, is not a multi-state adviser, and does not act as a pension consultant or third-party capital allocator. The record does not include a year of SEC registration.

Assets & Accounts

Public Holdings

Investments & Alternatives