PORTRAIT CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
323722
Registered since
September 22, 2023

Firm profile

FINTRX

Overview

Portrait Capital, LLC is a limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm's regulatory profile is compact: it is classified as an unclassified adviser, is not registered as a multi-state adviser, does not present itself as a capital allocator, and is not identified as an active ESG investor. The firm’s primary activity is sponsoring and managing pooled investment vehicles. Portrait Capital operates as a sponsor, general partner, and managing member for its funds rather than operating as a broad retail advisory business, which aligns with its limited public-client footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JUSTIN BURRIS

    Vice PresidentCRD 6359785

  • TIMOTHY LUDWIG

    Registered RepresentativeCRD 6972262

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
770 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth