PORTFOLIO MANAGEMENT, LLC
CRD #107129 SEC #801-42052 AUSTIN, TX 512-222-4035
SEC Registered
Total AUM
$144.4M
Discretionary
$144.4M
Employees
3
Clients
0
Accounts
339
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.4M | $144.4M | $0 | 3 | 0 |
| Mar 2024 | $140.2M | $140.2M | $0 | 3 | 0 |
| Mar 2023 | $131.9M | $131.9M | $0 | 3 | 0 |
| Mar 2022 | $151M | $151M | $0 | 3 | 0 |
| Mar 2021 | $140.6M | $140.6M | $0 | 2 | 0 |
| Oct 2020 | $137.5M | $137.5M | $0 | 3 | 0 |
| Jun 2020 | $137.5M | $137.5M | $0 | 3 | 0 |
| Jan 2020 | $137.5M | $137.5M | $0 | 3 | 0 |
| Jul 2019 | $125.8M | $125.8M | $0 | 3 | 0 |
| Mar 2019 | $125.8M | $125.8M | $0 | 3 | 0 |
| Mar 2018 | $141.9M | $141.9M | $0 | 3 | 0 |
| Jan 2018 | $141.9M | $141.9M | $0 | 3 | 0 |
| Mar 2017 | $120.6M | $120.6M | $0 | 3 | 100 |
| Feb 2016 | $109.9M | $109.9M | $0 | 2 | 26 |
| Oct 2015 | $110.1M | $110.1M | $0 | 2 | 26 |
| Mar 2015 | $110.1M | $110.1M | $0 | 2 | 26 |
| Sep 2014 | $103.4M | $103.4M | $0 | 1 | 26 |
| Mar 2014 | $103.4M | $103.4M | $0 | 1 | 26 |
| Mar 2013 | $92M | $92M | $0 | 1 | 26 |
| Mar 2012 | $90.7M | $90.4M | $273.8K | 1 | 26 |
| Mar 2010 | $76.3M | $76.3M | $0 | 5 | -- |
| Mar 2008 | $93.9M | $93.9M | $0 | 5 | -- |
| Mar 2007 | $79.4M | $79.4M | $0 | 5 | -- |
| Mar 2006 | $60.1M | $60.1M | $0 | 5 | -- |
| Sep 2005 | $49M | $49M | $0 | 5 | -- |
| Jan 2005 | $49M | $49M | $0 | 5 | -- |
| Mar 2004 | $40.1M | $40.1M | $0 | 5 | -- |
| Mar 2002 | $31.1M | $31.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees3
Clients100
DateFeb 2016
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees2
Clients26
DateOct 2015
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients26
DateSep 2014
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$90.7M
Discretionary$90.4M
Non-Disc.$273.8K
Employees1
Clients26
DateMar 2010
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--