Porter Avenue Capital Management, LLC
Firm details
- Headquarters
- Alto Pass, Illinois
- CRD number
- 167006
- Website
- porteravenue.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Porter Avenue Capital Management, LLC is an independent registered investment adviser operating as an LLC and held by an individual owner. The firm focuses on serving individual and family clients, with advisory work centered on financial planning and portfolio management for individuals and small businesses. Its fee model combines an advisory percentage of assets under management with hourly billing for certain services. The firm does not market itself as a capital allocator, is not positioned as an active ESG investor, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
- US Government Bonds25%
Contacts
1 of 1
Matthew Engbring
CCO, Managing MemberCRD 6168969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alto Pass, IL
Union
Location
Alto Pass, IL
Headquartered in Alto Pass, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Union
- Address
- 25 N Elm St
- Time zone
- CT (UTC-6)
- Office locations
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