PRIVATE PORTFOLIOS, INC.
CRD #111905 SEC #801-110209 SAN MATEO, CA 650-548-9800
SEC Registered
Total AUM
$276.1M
Discretionary
$276.1M
Employees
4
Clients
25
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $276.1M | $276.1M | $0 | 4 | 0 |
| Jun 2024 | $236.5M | $236.5M | $0 | 4 | 18 |
| Feb 2024 | $236.5M | $236.5M | $0 | 4 | 18 |
| Jan 2024 | $236.5M | $236.5M | $0 | 4 | 18 |
| Jan 2023 | $221.4M | $221.4M | $0 | 4 | 0 |
| Aug 2022 | $229.6M | $229.6M | $0 | 4 | 16 |
| Jun 2022 | $229.6M | $229.6M | $0 | 4 | 16 |
| Feb 2022 | $229.6M | $229.6M | $0 | 4 | 16 |
| Feb 2021 | $200.7M | $200.7M | $0 | 4 | 0 |
| May 2020 | $173.9M | $173.9M | $0 | 4 | 12 |
| Feb 2020 | $173.9M | $173.9M | $0 | 4 | 12 |
| Aug 2019 | $157.1M | $157.1M | $0 | 4 | 0 |
| Apr 2019 | $157.1M | $157.1M | $0 | 4 | 0 |
| Jan 2019 | $157.1M | $157.1M | $0 | 4 | 0 |
| Jan 2018 | $157.9M | $157.2M | $770.4K | 5 | 0 |
| May 2017 | $113.9M | $113.9M | $55.3K | 4 | 200 |
| Mar 2017 | $113.9M | $113.9M | $55.3K | 4 | 200 |
DateFeb 2025
Total AUM$276.1M
Discretionary$276.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees4
Clients18
DateFeb 2024
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees4
Clients18
DateJan 2024
Total AUM$236.5M
Discretionary$236.5M
Non-Disc.$0
Employees4
Clients18
DateJan 2023
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees4
Clients16
DateJun 2022
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees4
Clients16
DateFeb 2022
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees4
Clients16
DateFeb 2021
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees4
Clients12
DateFeb 2020
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees4
Clients12
DateAug 2019
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$157.9M
Discretionary$157.2M
Non-Disc.$770.4K
Employees5
Clients0
DateMay 2017
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$55.3K
Employees4
Clients200
DateMar 2017
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$55.3K
Employees4
Clients200