THE PORTOLA GROUP INC
CRD #105359 SEC #801-14344 ST. HELENA, CALIFORNIA, CA 650-854-7550
SEC Registered
Total AUM
$47M
Discretionary
$47M
Employees
1
Clients
0
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $47M | $47M | $0 | 1 | 0 |
| Apr 2020 | $47M | $47M | $0 | 1 | 0 |
| Mar 2020 | $47M | $47M | $0 | 1 | 0 |
| Mar 2020 | $47M | $47M | $0 | 1 | 0 |
| Mar 2020 | $47M | $47M | $0 | 1 | 0 |
| Mar 2020 | $47M | $47M | $0 | 1 | 0 |
| Mar 2020 | $47M | $47M | $0 | 1 | 0 |
| Mar 2020 | $47M | $47M | $0 | 1 | 45 |
| Feb 2020 | $53.7M | $53.7M | $0 | 4 | 46 |
| Jan 2020 | $53.7M | $53.7M | $0 | 4 | 46 |
| Mar 2019 | $51.1M | $51.1M | $0 | 4 | 50 |
| Mar 2018 | $59.1M | $59.1M | $0 | 4 | 55 |
| Oct 2017 | $63.5M | $63.5M | $0 | 4 | 59 |
| Oct 2017 | $63.5M | $63.5M | $0 | 4 | 59 |
| Sep 2017 | $63.6M | $63.6M | $0 | 4 | 26 |
| Sep 2017 | $63.6M | $63.6M | $0 | 4 | 26 |
| Aug 2017 | $63.6M | $63.6M | $0 | 4 | 26 |
| Aug 2017 | $63.6M | $63.6M | $0 | 4 | 26 |
| Jun 2017 | $68.9M | $68.9M | $0 | 5 | 26 |
| Mar 2017 | $68.9M | $68.9M | $0 | 5 | 26 |
| Mar 2016 | $69.4M | $69.4M | $0 | 5 | 26 |
| Mar 2015 | $115.5M | $109.3M | $6.2M | 5 | 200 |
| Dec 2014 | $200.3M | $191.4M | $8.9M | 6 | 200 |
| Sep 2014 | $200.3M | $191.4M | $8.9M | 9 | 200 |
| Apr 2014 | $200.3M | $191.4M | $8.9M | 9 | 200 |
| Feb 2014 | $294.4M | $287.2M | $7.1M | 11 | 200 |
| Mar 2013 | $294.4M | $287.2M | $7.1M | 11 | 200 |
| Mar 2012 | $368.4M | $358.2M | $10.2M | 11 | 200 |
| Jun 2011 | $468.2M | $454.8M | $13.4M | -- | -- |
| Mar 2011 | $477.4M | $463.9M | $13.4M | -- | -- |
| Mar 2009 | $329.7M | $320.5M | $9.2M | -- | -- |
| Mar 2009 | $329.7M | $320.5M | $9.2M | -- | -- |
| Mar 2008 | $617.7M | $603.5M | $14.2M | -- | -- |
| Mar 2007 | $642.9M | $619.3M | $23.5M | -- | -- |
| Oct 2005 | $554.9M | $550M | $4.9M | -- | -- |
| Aug 2004 | $1.3B | $1.3B | $13.8M | -- | -- |
| Mar 2004 | $1.3B | $1.3B | $13.8M | -- | -- |
| Jan 2004 | $1.3B | $1.3B | $26M | -- | -- |
| Apr 2002 | $1.7B | $1.6B | $33.5M | -- | -- |
| Apr 2002 | $1.7B | $1.6B | $33.5M | -- | -- |
DateMay 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees1
Clients45
DateFeb 2020
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees4
Clients46
DateJan 2020
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees4
Clients46
DateMar 2019
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees4
Clients50
DateMar 2018
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees4
Clients55
DateOct 2017
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees4
Clients59
DateOct 2017
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees4
Clients59
DateSep 2017
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees4
Clients26
DateSep 2017
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees4
Clients26
DateAug 2017
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees4
Clients26
DateAug 2017
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees4
Clients26
DateJun 2017
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2017
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$115.5M
Discretionary$109.3M
Non-Disc.$6.2M
Employees5
Clients200
DateDec 2014
Total AUM$200.3M
Discretionary$191.4M
Non-Disc.$8.9M
Employees6
Clients200
DateSep 2014
Total AUM$200.3M
Discretionary$191.4M
Non-Disc.$8.9M
Employees9
Clients200
DateApr 2014
Total AUM$200.3M
Discretionary$191.4M
Non-Disc.$8.9M
Employees9
Clients200
DateFeb 2014
Total AUM$294.4M
Discretionary$287.2M
Non-Disc.$7.1M
Employees11
Clients200
DateMar 2013
Total AUM$294.4M
Discretionary$287.2M
Non-Disc.$7.1M
Employees11
Clients200
DateMar 2012
Total AUM$368.4M
Discretionary$358.2M
Non-Disc.$10.2M
Employees11
Clients200
DateJun 2011
Total AUM$468.2M
Discretionary$454.8M
Non-Disc.$13.4M
Employees--
Clients--
DateMar 2011
Total AUM$477.4M
Discretionary$463.9M
Non-Disc.$13.4M
Employees--
Clients--
DateMar 2009
Total AUM$329.7M
Discretionary$320.5M
Non-Disc.$9.2M
Employees--
Clients--
DateMar 2009
Total AUM$329.7M
Discretionary$320.5M
Non-Disc.$9.2M
Employees--
Clients--
DateMar 2008
Total AUM$617.7M
Discretionary$603.5M
Non-Disc.$14.2M
Employees--
Clients--
DateMar 2007
Total AUM$642.9M
Discretionary$619.3M
Non-Disc.$23.5M
Employees--
Clients--
DateOct 2005
Total AUM$554.9M
Discretionary$550M
Non-Disc.$4.9M
Employees--
Clients--
DateAug 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.8M
Employees--
Clients--
DateMar 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$13.8M
Employees--
Clients--
DateJan 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26M
Employees--
Clients--
DateApr 2002
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$33.5M
Employees--
Clients--
DateApr 2002
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$33.5M
Employees--
Clients--