Portia Investment Advsors Ltd
Firm details
- Headquarters
- London,
- CRD number
- 164565
- Registered since
- July 8, 2013
- Custodians
- INTERACTIVER BROKERS
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Portia Investment Advisors Ltd. is a limited liability company that has been registered with the SEC since 2013. The firm specializes in providing financial planning services and portfolio management for individuals and small businesses. Portia Investment Advisors Ltd. operates under a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not actively engage in ESG investing and is not classified as a capital allocator or pension consultant.
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 Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1
Michael Sonenshine
Founding Partner and Chief Investment OfficerCRD 1639076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 124 City Rd
- Office locations
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