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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JASON, TERRANCE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 27, 2025 REGISTERED
Notice Filings (18)
AZ CA CO DE FL GA IL KS LA NC NH NJ PA SC TX VA WA WI
Address
15760 VENTURA BLVDSUITE 1700
ENCINO, CA 91436
United States
Phone: 310-755-0411