PORTOLA SPRINGS CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HUNTINGTON BEACH, California
CRD number
290346

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Motasem Benothman

    Founder & Managing MemberCRD 6866272

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth