Mitchell Portfolio Management, L.P
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Overview
Mitchell Portfolio Management, L.P operates as a financial advisory company based in Costa Mesa, California. The firm has $160.1 million in total assets across one account, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small team, including 2 financial advisors. Mitchell Portfolio Management, L.P is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as equities, bonds and options.
Mitchell Portfolio Management, L.P oversees all of its client assets in a discretionary manner. Discretionary management means that transaction judgments are made by an investment advisor without needing to seek the customer's approval. The advisory firm's typical account size is $160.1 million. The typical financial advisor at Mitchell Portfolio Management, L.P administers fewer than one client account, making it one of the most personalized advisor firms in the country.
Mitchell Portfolio Management, L.P's main office is located at 3187-D Airway Avenue, Costa Mesa, California 92626-4603. It is legally allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mitchell Portfolio Management, L.P by the Numbers
$160.1 million
5
1
$160.1 million
Fee Structure
Financial management fees usually depend on which services the firm provides the client. Fee types billed by the firm likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Mitchell Portfolio Management, L.P.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Mitchell Portfolio Management, L.P's largest client group by number of accounts is pooled investment vehicles. None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mitchell Portfolio Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mitchell Portfolio Management, L.P
Costa Mesa, CA
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