O'CONNOR PORTFOLIO MANAGEMENT LLC
CRD #168679 SEC #801-78655 TAMPA, FL 813-254-5120
SEC Registered
Total AUM
$9.9M
Discretionary
$1.1M
Employees
1
Clients
0
Accounts
103
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'CONNOR, CATHERINE, LYNNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 18, 2014 REGISTERED
Notice Filings (1)
FL
Address
201 E DAVIS BLVDTAMPA, FL 33606
United States
Phone: 813-254-5120