Port Street Investments, LLC
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Overview
Port Street Investments, LLC is a financial advisory firm that has its headquarters in Newport Beach, California. It manages $198.3 million in total assets across one client account, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Port Street Investments, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.
Port Street Investments, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without needing to seek the customer's consent. The advisory firm supervises roughly $198.3 million for each client account. An average financial advisor at Port Street Investments, LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
Port Street Investments, LLC's main office is at 24 Corporate Plaza Drive, Newport Beach, California 92660. Port Street Investments, LLC is legally registered to serve customers across a number of states, including California and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Port Street Investments, LLC by the Numbers

$198.3 million

3

1

$198.3 million
Fee Structure
Fees for financial management largely vary depending on which service is offered. Fees billed by the firm typically consist of the following fee type: asset-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Port Street Investments, LLC works with investment companies. Port Street Investments, LLC's biggest client is investment companies. None of the firm's customers reside abroad.
- 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
Port Street Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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