Portum Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300440
- Registered since
- September 26, 2019
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Portum Capital LLC is organized as a limited liability company with both a domestic-entity and individual ownership structure. The firm's public profile is sparse: its organizational classification is recorded as unclassified, and it does not identify itself as a capital allocator or as an active ESG investor. It is also not designated as a multi-state adviser and is not listed as a newly formed adviser. Little to no information about Portum Capital’s advisory activities, client segments, fee schedules, investment approach, or account-level metrics has been disclosed. Because the firm has not provided substantive detail about its strategies or product mix, there is limited ability to assess its portfolio construction, target client profile, or operational model from public data alone.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Justin Schleifer
CEO & Co-FounderCRD 5977433

Whitney White
CEOCRD 3093386

Jeff Horowitz
Chief Compliance OfficerCRD 2492709
Contacts
3 of 7
Steven Thornton
FinOpCRD 4496384
Stephen Scott
Registered RepresentativeCRD 6568013
Adam Sporn
Registered RepresentativeCRD 4423068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 40 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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