Portage Capital Management LLC
Firm details
- Headquarters
- Rolling Hills Estates, California
- CRD number
- 299015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI71.91%
- Pooled Investment Vehicles16.85%
- Charitable Organizations11.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Portage Capital Management LLC is a small, closely held investment adviser organized as an LLC and classified in the data as a hedge fund. The firm serves both individual/family clients and institutional clients, offering portfolio management for individual/small-business accounts as well as for pooled investment vehicles. Its fees include a percentage-of-assets management charge and performance‑based fees, a structure that aligns with the firm’s hedge‑fund designation. Portage is not identified as an active ESG investor and does not report multi‑state adviser status.
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
- Exchange Traded Equities75%
- State & Local Bonds10%
- Non-Exchange Traded Equities5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1John Polk
Managing PartnerCRD 2058943
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rolling Hills Estates, CA
Los Angeles
Location
Rolling Hills Estates, CA
Headquartered in Rolling Hills Estates, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 655 Deep Valley Dr
- Time zone
- PT (UTC-8)
- Office locations
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