PRIVATE PORTFOLIO PARTNERS, LLC
CRD #165616 SEC #801-81108 PARAMUS, NJ 201-939-6644
SEC Registered
Total AUM
$1.1B
Discretionary
$1B
Employees
28
Clients
10
Accounts
2,652
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1B | $4.1M | 28 | 0 |
| Aug 2024 | $899.9M | $884.5M | $15.5M | 28 | 0 |
| Aug 2024 | $899.9M | $884.5M | $15.5M | 28 | 0 |
| Jul 2024 | $899.9M | $884.5M | $15.5M | 28 | 0 |
| Mar 2024 | $899.9M | $884.5M | $15.5M | 28 | 0 |
| Nov 2023 | $825.3M | $812.1M | $13.2M | 28 | 0 |
| Aug 2023 | $825.3M | $812.1M | $13.2M | 28 | 0 |
| May 2023 | $825.3M | $812.1M | $13.2M | 28 | 0 |
| Apr 2023 | $825.3M | $812.1M | $13.2M | 28 | 0 |
| Mar 2023 | $825.3M | $812.1M | $13.2M | 28 | 0 |
| Nov 2022 | $871M | $855.8M | $15.2M | 29 | 0 |
| Nov 2022 | $871M | $855.8M | $15.2M | 29 | 0 |
| Jun 2022 | $871M | $855.8M | $15.2M | 29 | 0 |
| Mar 2022 | $871M | $855.8M | $15.2M | 29 | 0 |
| Feb 2022 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Jan 2022 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Jan 2022 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Dec 2021 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Nov 2021 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Apr 2021 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Mar 2021 | $689.9M | $675.9M | $13.9M | 30 | 0 |
| Mar 2021 | $518.3M | $505.2M | $13.1M | 32 | 6 |
| Feb 2021 | $518.3M | $505.2M | $13.1M | 30 | 6 |
| Feb 2021 | $518.3M | $505.2M | $13.1M | 30 | 6 |
| Jan 2021 | $518.3M | $505.2M | $13.1M | 30 | 6 |
| Dec 2020 | $518.3M | $505.2M | $13.1M | 30 | 6 |
| Oct 2020 | $518.3M | $505.2M | $13.1M | 31 | 6 |
| Oct 2020 | $518.3M | $505.2M | $13.1M | 30 | 6 |
| Sep 2020 | $518.3M | $505.2M | $13.1M | 30 | 6 |
| Sep 2020 | $518.3M | $505.2M | $13.1M | 29 | 6 |
| Aug 2020 | $518.3M | $505.2M | $13.1M | 29 | 6 |
| Aug 2020 | $518.3M | $505.2M | $13.1M | 29 | 6 |
| Aug 2020 | $518.3M | $505.2M | $13.1M | 29 | 6 |
| Jul 2020 | $518.3M | $505.2M | $13.1M | 29 | 6 |
| Jun 2020 | $518.3M | $505.2M | $13.1M | 28 | 6 |
| Apr 2020 | $518.3M | $505.2M | $13.1M | 28 | 6 |
| Mar 2020 | $518.3M | $505.2M | $13.1M | 28 | 6 |
| Mar 2020 | $518.3M | $505.2M | $13.1M | 28 | 6 |
| Mar 2020 | $518.3M | $505.2M | $13.1M | 28 | 6 |
| Mar 2020 | $477.5M | $466M | $11.5M | 28 | 6 |
| Mar 2020 | $477.5M | $466M | $11.5M | 28 | 6 |
| Feb 2020 | $477.5M | $466M | $11.5M | 25 | 16 |
| Feb 2020 | $477.5M | $466M | $11.5M | 25 | 16 |
| Jan 2020 | $477.5M | $466M | $11.5M | 25 | 16 |
| Dec 2019 | $477.5M | $466M | $11.5M | 25 | 16 |
| Dec 2019 | $477.5M | $466M | $11.5M | 25 | 16 |
| Nov 2019 | $477.5M | $466M | $11.5M | 25 | 16 |
| Sep 2019 | $477.5M | $466M | $11.5M | 25 | 16 |
| Aug 2019 | $477.5M | $466M | $11.5M | 25 | 16 |
| Aug 2019 | $477.5M | $466M | $11.5M | 27 | 16 |
| Jun 2019 | $477.5M | $466M | $11.5M | 28 | 16 |
| Jun 2019 | $477.5M | $466M | $11.5M | 28 | 16 |
| May 2019 | $477.5M | $466M | $11.5M | 28 | 16 |
| Apr 2019 | $477.5M | $466M | $11.5M | 28 | 16 |
| Apr 2019 | $477.5M | $466M | $11.5M | 28 | 16 |
| Mar 2019 | $477.5M | $466M | $11.5M | 30 | 16 |
| Mar 2019 | $477.5M | $466M | $11.5M | 30 | 16 |
| Jan 2019 | $500.5M | $487M | $13.5M | 30 | 16 |
| Jan 2019 | $500.5M | $487M | $13.5M | 31 | 16 |
| Dec 2018 | $500.5M | $487M | $13.5M | 31 | 16 |
| Oct 2018 | $500.5M | $487M | $13.5M | 31 | 16 |
| Oct 2018 | $500.5M | $487M | $13.5M | 31 | 16 |
| Aug 2018 | $500.5M | $487M | $13.5M | 31 | 16 |
| Aug 2018 | $500.5M | $487M | $13.5M | 31 | 16 |
| Aug 2018 | $500.5M | $487M | $13.5M | 32 | 16 |
| Aug 2018 | $500.5M | $487M | $13.5M | 34 | 16 |
| Jul 2018 | $500.5M | $487M | $13.5M | 34 | 16 |
| May 2018 | $500.5M | $487M | $13.5M | 34 | 16 |
| May 2018 | $500.5M | $487M | $13.5M | 34 | 16 |
| Apr 2018 | $500.5M | $487M | $13.5M | 34 | 16 |
| Mar 2018 | $500.5M | $487M | $13.5M | 35 | 16 |
| Dec 2017 | $402.2M | $391.2M | $11M | 31 | 12 |
| Nov 2017 | $402.2M | $391.2M | $11M | 31 | 12 |
| Sep 2017 | $402.2M | $391.2M | $11M | 31 | 900 |
| Jul 2017 | $402.2M | $391.2M | $11M | 32 | 900 |
| Jul 2017 | $402.2M | $391.2M | $11M | 32 | 900 |
| Jul 2017 | $402.2M | $391.2M | $11M | 32 | 900 |
| Jun 2017 | $402.2M | $391.2M | $11M | 32 | 900 |
| Jun 2017 | $402.2M | $391.2M | $11M | 32 | 900 |
| May 2017 | $402.2M | $391.2M | $11M | 31 | 900 |
| May 2017 | $402.2M | $391.2M | $11M | 31 | 900 |
| May 2017 | $402.2M | $391.2M | $11M | 31 | 900 |
| May 2017 | $402.2M | $391.2M | $11M | 31 | 900 |
| Mar 2017 | $402.2M | $391.2M | $11M | 30 | 900 |
| Jan 2017 | $155.8M | $155.8M | $0 | 16 | 400 |
| Jan 2017 | $155.8M | $155.8M | $0 | 17 | 400 |
| Oct 2016 | $155.8M | $155.8M | $0 | 17 | 400 |
| Aug 2016 | $155.8M | $155.8M | $0 | 17 | 400 |
| Apr 2016 | $155.8M | $155.8M | $0 | 17 | 400 |
| Apr 2016 | $155.8M | $155.8M | $0 | 17 | 400 |
| Mar 2016 | $155.8M | $155.8M | $0 | 17 | 400 |
| Feb 2016 | $124.8M | $124.8M | $0 | 13 | 400 |
| Jan 2016 | $124.8M | $124.8M | $0 | 13 | 400 |
| Dec 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Dec 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Nov 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Oct 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Sep 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Aug 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Jul 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| May 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Apr 2015 | $124.8M | $124.8M | $0 | 13 | 400 |
| Mar 2015 | $124.8M | $124.8M | $0 | 11 | 200 |
| Apr 2013 | $14M | $14M | $0 | 3 | 26 |
| Mar 2013 | $14M | $14M | $0 | 3 | 26 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1B
Non-Disc.$4.1M
Employees28
Clients0
DateAug 2024
Total AUM$899.9M
Discretionary$884.5M
Non-Disc.$15.5M
Employees28
Clients0
DateAug 2024
Total AUM$899.9M
Discretionary$884.5M
Non-Disc.$15.5M
Employees28
Clients0
DateJul 2024
Total AUM$899.9M
Discretionary$884.5M
Non-Disc.$15.5M
Employees28
Clients0
DateMar 2024
Total AUM$899.9M
Discretionary$884.5M
Non-Disc.$15.5M
Employees28
Clients0
DateNov 2023
Total AUM$825.3M
Discretionary$812.1M
Non-Disc.$13.2M
Employees28
Clients0
DateAug 2023
Total AUM$825.3M
Discretionary$812.1M
Non-Disc.$13.2M
Employees28
Clients0
DateMay 2023
Total AUM$825.3M
Discretionary$812.1M
Non-Disc.$13.2M
Employees28
Clients0
DateApr 2023
Total AUM$825.3M
Discretionary$812.1M
Non-Disc.$13.2M
Employees28
Clients0
DateMar 2023
Total AUM$825.3M
Discretionary$812.1M
Non-Disc.$13.2M
Employees28
Clients0
DateNov 2022
Total AUM$871M
Discretionary$855.8M
Non-Disc.$15.2M
Employees29
Clients0
DateNov 2022
Total AUM$871M
Discretionary$855.8M
Non-Disc.$15.2M
Employees29
Clients0
DateJun 2022
Total AUM$871M
Discretionary$855.8M
Non-Disc.$15.2M
Employees29
Clients0
DateMar 2022
Total AUM$871M
Discretionary$855.8M
Non-Disc.$15.2M
Employees29
Clients0
DateFeb 2022
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateJan 2022
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateJan 2022
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateDec 2021
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateNov 2021
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateApr 2021
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateMar 2021
Total AUM$689.9M
Discretionary$675.9M
Non-Disc.$13.9M
Employees30
Clients0
DateMar 2021
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees32
Clients6
DateFeb 2021
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees30
Clients6
DateFeb 2021
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees30
Clients6
DateJan 2021
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees30
Clients6
DateDec 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees30
Clients6
DateOct 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees31
Clients6
DateOct 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees30
Clients6
DateSep 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees30
Clients6
DateSep 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees29
Clients6
DateAug 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees29
Clients6
DateAug 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees29
Clients6
DateAug 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees29
Clients6
DateJul 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees29
Clients6
DateJun 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees28
Clients6
DateApr 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees28
Clients6
DateMar 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees28
Clients6
DateMar 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees28
Clients6
DateMar 2020
Total AUM$518.3M
Discretionary$505.2M
Non-Disc.$13.1M
Employees28
Clients6
DateMar 2020
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients6
DateMar 2020
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients6
DateFeb 2020
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateFeb 2020
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateJan 2020
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateDec 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateDec 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateNov 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateSep 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateAug 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees25
Clients16
DateAug 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees27
Clients16
DateJun 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients16
DateJun 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients16
DateMay 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients16
DateApr 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients16
DateApr 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees28
Clients16
DateMar 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees30
Clients16
DateMar 2019
Total AUM$477.5M
Discretionary$466M
Non-Disc.$11.5M
Employees30
Clients16
DateJan 2019
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees30
Clients16
DateJan 2019
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees31
Clients16
DateDec 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees31
Clients16
DateOct 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees31
Clients16
DateOct 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees31
Clients16
DateAug 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees31
Clients16
DateAug 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees31
Clients16
DateAug 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees32
Clients16
DateAug 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees34
Clients16
DateJul 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees34
Clients16
DateMay 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees34
Clients16
DateMay 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees34
Clients16
DateApr 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees34
Clients16
DateMar 2018
Total AUM$500.5M
Discretionary$487M
Non-Disc.$13.5M
Employees35
Clients16
DateDec 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients12
DateNov 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients12
DateSep 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients900
DateJul 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees32
Clients900
DateJul 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees32
Clients900
DateJul 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees32
Clients900
DateJun 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees32
Clients900
DateJun 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees32
Clients900
DateMay 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients900
DateMay 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients900
DateMay 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients900
DateMay 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees31
Clients900
DateMar 2017
Total AUM$402.2M
Discretionary$391.2M
Non-Disc.$11M
Employees30
Clients900
DateJan 2017
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees16
Clients400
DateJan 2017
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees17
Clients400
DateOct 2016
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees17
Clients400
DateAug 2016
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees17
Clients400
DateApr 2016
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees17
Clients400
DateApr 2016
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees17
Clients400
DateMar 2016
Total AUM$155.8M
Discretionary$155.8M
Non-Disc.$0
Employees17
Clients400
DateFeb 2016
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateJan 2016
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateDec 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateDec 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateNov 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateOct 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateSep 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateAug 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateJul 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateMay 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateApr 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees13
Clients400
DateMar 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees11
Clients200
DateApr 2013
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees3
Clients26
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0