PORT ONE INVESTMENTS LLC
CRD #321725 SEC #801-125795 BOSTON, MA 978-886-7388
SEC Registered Private Funds
Total AUM
$62.1M
Discretionary
$8.3M
Employees
5
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $62.1M | $8.3M | $53.8M | 5 | 5 |
| Sep 2023 | $62.1M | $8.3M | $53.8M | 5 | 5 |
| Aug 2023 | $62.1M | $8.3M | $53.8M | 3 | 5 |
| May 2023 | $62.1M | $8.3M | $53.8M | 3 | 0 |
| Mar 2023 | $62.1M | $8.3M | $53.8M | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Sep 2022 | $0 | $0 | $0 | 3 | 0 |
| May 2022 | $0 | $0 | $0 | 3 | 0 |
| May 2022 | $0 | $0 | $0 | 3 | 0 |
| May 2022 | $0 | $0 | $0 | 3 | 0 |
DateSep 2023
Total AUM$62.1M
Discretionary$8.3M
Non-Disc.$53.8M
Employees5
Clients5
DateSep 2023
Total AUM$62.1M
Discretionary$8.3M
Non-Disc.$53.8M
Employees5
Clients5
DateAug 2023
Total AUM$62.1M
Discretionary$8.3M
Non-Disc.$53.8M
Employees3
Clients5
DateMay 2023
Total AUM$62.1M
Discretionary$8.3M
Non-Disc.$53.8M
Employees3
Clients0
DateMar 2023
Total AUM$62.1M
Discretionary$8.3M
Non-Disc.$53.8M
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0