PORTOLA PARTNERS GROUP LLC
Legal name: PORTOLA PARTNERS
CRD #305407 SEC #801-117341 MENLO PARK, CA 650-433-8779
SEC Registered
Total AUM
$5.6B
Discretionary
$96.1M
Employees
27
Clients
26
Accounts
1,719
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $5.6B | $96.1M | $5.5B | 27 | 2 |
| Jan 2023 | $5.6B | $96.1M | $5.5B | 27 | 2 |
| Jun 2022 | $5.6B | $96.1M | $5.5B | 27 | 2 |
| Mar 2022 | $5.6B | $96.1M | $5.5B | 27 | 2 |
| Oct 2021 | $5B | $0 | $5B | 28 | 1 |
| May 2021 | $5B | $0 | $5B | 28 | 1 |
| Apr 2021 | $5B | $0 | $5B | 28 | 1 |
| Jun 2020 | $4.5B | $0 | $4.5B | 25 | 1 |
| Mar 2020 | $4.5B | $0 | $4.5B | 25 | 1 |
| Jan 2020 | $4.5B | $0 | $4.5B | 25 | 0 |
| Jan 2020 | $4.5B | $0 | $4.5B | 25 | 0 |
DateMar 2023
Total AUM$5.6B
Discretionary$96.1M
Non-Disc.$5.5B
Employees27
Clients2
DateJan 2023
Total AUM$5.6B
Discretionary$96.1M
Non-Disc.$5.5B
Employees27
Clients2
DateJun 2022
Total AUM$5.6B
Discretionary$96.1M
Non-Disc.$5.5B
Employees27
Clients2
DateMar 2022
Total AUM$5.6B
Discretionary$96.1M
Non-Disc.$5.5B
Employees27
Clients2
DateOct 2021
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees28
Clients1
DateMay 2021
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees28
Clients1
DateApr 2021
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees28
Clients1
DateJun 2020
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees25
Clients1
DateMar 2020
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees25
Clients1
DateJan 2020
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees25
Clients0
DateJan 2020
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees25
Clients0