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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| KRANZ, RICHARD, WINTHROP | I | PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PROPRIETOR | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PROPRIETOR | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PROPRIETOR | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| KRANZ, RICHARD, WINTHROP | I | OWNER/PRESIDENT | E | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| LeDonne, Brinley, Emma Kranz | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Address
500 WEST 2ND STREETSUITE 1900
AUSTIN, TX 78701
United States
Phone: 512-222-4035