RIA Intelligence

PORTION CAPITAL MANAGEMENT, LLC

Legal name: PORTION CAPITAL MANAGEMENT

CRD #322751 SEC #802-128036 214.450.1262
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Apr 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CRAIN, JAMES, SOUTHGATEIPRESIDENTNA Control
CRAIN, JAMES, SOUTHGATEIPRESIDENTNA Control
CRAIN, JAMES, SOUTHGATEIPRESIDENTNA Control
WATKINS, NATHAN, RUSSELLIVICE PRESIDENTNA Control
WATKINS, NATHAN, RUSSELLIVICE PRESIDENTNA Control
WATKINS, NATHAN, RUSSELLIVICE PRESIDENTNA Control
PORTION CAPITAL, LLCDEMEMBERE Control
PORTION CAPITAL, LLCDEMEMBERE Control
PORTION CAPITAL, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WATKINS, NATHAN, RUSSELLIPORTION CAPITAL, LLCF Control
WATKINS, NATHAN, RUSSELLIPORTION CAPITAL, LLCF Control
CRAIN, JAMES, SOUTHGATEIPORTION CAPITAL, LLCE Control
CRAIN, JAMES, SOUTHGATEIPORTION CAPITAL, LLCE Control

Registrations

Federal

ERA
Apr 1, 2025 REGISTERED

Address


Phone: 214.450.1262