PORTIA CAPITAL MANAGEMENT

Overview

Portia Capital Management is a small, privately owned RIA operating as a limited liability company that provides discretionary and non‑discretionary portfolio management for both individual/family clients and institutional/business clients. The firm charges a mix of fees — percentage of assets under management, hourly, and fixed fees — and concentrates its implementation around pooled public funds/mutual funds in managed account wrappers while also maintaining access to third‑party alternative managers. It does not identify as an ESG investor, it is not positioned as a multi‑state adviser, and it does not act as a standalone capital allocator. Investment activity centers on managed portfolios delivered through separately managed accounts and mutual fund vehicles. The firm runs both accounts where it has trading authority and accounts where clients retain control, with a larger share under discretionary management. Given the firm’s stated use of outside alternative managers, its approach blends public fund exposures with allocutions to private markets and hedge strategies to broaden return sources and risk management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices