PORTOLA SPRINGS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- HUNTINGTON BEACH, California
- CRD number
- 290346
- Website
- portolaspringscapital.com
Firm profile
FINTRXOverview
Portola Springs Capital Management, LLC is organized as a limited liability company with individual ownership. Public disclosures about the firm are sparse: its SEC registration year is not reported, it is classified as "unclassified" in available data, and it does not identify as a multi-state adviser or an active ESG investor. The firm does not appear to position itself as a capital allocator or pension consultant, and other details about its advisory activities, fee schedule, or client segments are not provided. The information available suggests the entity operates primarily in a fund-management capacity rather than as a traditional retail RIA serving multiple advisory accounts. With limited public detail on service lines or target client types, the profile that follows focuses on the fund-level activity that is documented.
Assets & Accounts
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
Contacts
1 of 1Motasem Benothman
Founder & Managing MemberCRD 6866272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUNTINGTON BEACH, CA
ORANGE
Location
HUNTINGTON BEACH, CA
Headquartered in HUNTINGTON BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 7521 Talbert Ave
- Time zone
- PT (UTC-8)
- Office locations
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