PORTSIDE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- PORT WASHINGTON, Wisconsin
- CRD number
- 294494
- Custodians
- BROKER
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI66.42%
- Individuals13.36%
- Pooled Investment Vehicles11.92%
- Charitable Organizations5.73%
- Corporations / Businesses2.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Portside Investment Advisors, LLC operates as an LLC-classified hedge fund adviser that serves both individual/family clients and institutional investors. The firm charges a combination of asset-based fees and performance-linked fees and provides portfolio management across individual/small-business accounts, pooled investment vehicles, and institutional or business accounts. Portside does not present itself as a capital allocator, is not active on ESG mandates, and is not designated as a multi-state adviser.
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2MICHAEL HOLLOWAY
PrincipalCRD 4783026
Eric Arvold
PrincipalCRD 1659290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORT WASHINGTON, WI
OZAUKEE
Location
PORT WASHINGTON, WI
Headquartered in PORT WASHINGTON, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- OZAUKEE
- Address
- 1091 Shieling Ln
- Time zone
- CT (UTC-6)
- Office locations
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