PORTFOLIO DESIGN LABS, LLC
CRD #318127 SEC #801-127598 ENCINO, CA 310-755-0411
SEC Registered
Total AUM
$501.8M
Discretionary
$501.8M
Employees
4
Clients
0
Accounts
481
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $501.8M | $501.8M | $0 | 4 | 0 |
| Mar 2025 | $501.8M | $501.8M | $0 | 4 | 0 |
| Jan 2025 | $276.2M | $276.2M | $0 | 4 | 0 |
| Nov 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| Nov 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| Aug 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| May 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| May 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| May 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| Mar 2024 | $276.2M | $276.2M | $0 | 4 | 0 |
| Jul 2023 | $178.5M | $178.5M | $0 | 4 | 209 |
| May 2023 | $178.5M | $178.5M | $0 | 4 | 209 |
| Mar 2023 | $178.5M | $178.5M | $0 | 4 | 209 |
| Mar 2023 | $178.5M | $178.5M | $0 | 4 | 209 |
| Sep 2022 | $55.1M | $55.1M | $0 | 4 | 0 |
| Sep 2022 | $55.1M | $55.1M | $0 | 4 | 0 |
| Aug 2022 | $26.2M | $26.2M | $0 | 4 | 0 |
| Aug 2022 | $26.2M | $26.2M | $0 | 4 | 0 |
| Jul 2022 | $26.2M | $26.2M | $0 | 4 | 0 |
| Jun 2022 | $19.3M | $19.3M | $0 | 4 | 0 |
| Jun 2022 | $19.3M | $19.3M | $0 | 4 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$501.8M
Discretionary$501.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$501.8M
Discretionary$501.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$276.2M
Discretionary$276.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees4
Clients209
DateMay 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees4
Clients209
DateMar 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees4
Clients209
DateMar 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees4
Clients209
DateSep 2022
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0