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 Advsors Ltd is a small LLC that provides financial planning and portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and operates under an individual owner structure. It is SEC-registered since 2013 and reports it is not an active ESG investor, not a multi-state adviser, and does not serve as a pension consultant or capital allocator. The firm also identifies roles tied to pooled vehicles—such as serving as a sponsor, general partner, or managing member—among its industry affiliations.
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 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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