Portage Capital Management LLC

Portage Capital Management LLC (CRD# 299015) is a financial advisory firm headquartered in Rolling Hills Estates, CA. They manage $22,500,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
655 Deep Valley Drive, Suite 125-p, Rolling Hills Estates, CA 90274
https://www.portagecapitalmanagement.com/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $4,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Portage Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Polk, financial advisor El Segundo CA
John C. Polk
CRD#: 2058943
2041 Rosecrans Ave, Suite 350, El Segundo, CA 90245

John Polk (CRD# 2058943) is an Investment Advisor Representative working at Portage Capital Management LLC in El Segundo, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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