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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 5, 2023
- 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 |
|---|---|---|---|---|
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | NA | Control |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | E | Control |
| BARTASH, PETER, WILLIAM | I | MANAGING MEMBER | E | Control |
| Bartash, Peter | I | MANAGING MEMBER | E | Control |
| Bartash, Peter | I | MANAGING MEMBER | E | Control |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WARNER, JAY, CLARK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | Control |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | Control |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | Control |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | Control |
| PORT ONE HOLDING CO, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARTASH, PETER, WILLIAM | I | PORT ONE HOLDING CO, LLC | F | Control |
| BARTASH, PETER, WILLIAM | I | PORT ONE HOLDING CO, LLC | F | Control |
| BARTASH, PETER, WILLIAM | I | PORT ONE HOLDING CO, LLC | F | Control |
| BARTASH, PETER, WILLIAM | I | PORT ONE HOLDING CO, LLC | F | Control |
| BARTASH, PETER, WILLIAM | I | PORT ONE HOLDING CO, LLC | F | Control |
Registrations
Federal
IA
Sep 5, 2023 REGISTERED
Notice Filings (1)
MA
Address
133 FEDERAL ST.SUITE 901
BOSTON, MA 02110
United States
Phone: 978-886-7388