PORTAL VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
325110
Registered since
February 28, 2023

Firm profile

FINTRX

Overview

Portal Ventures is structured as a limited liability company that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s reported activities center on forming and managing private funds rather than providing traditional advisory services to retail or institutional advisory clients. Portal Ventures is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser. Its ownership is listed as an individual owner type and the firm registered with the SEC in 2023.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Evan Fisher

    Founder and Managing PartnerCRD 6503688

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1606 Headway Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth