Millbank Dartmoor Portsmouth LLC
● SEC registered since 2020CRD 311046SEC# 801-119757Asheville, NC
Reg. AUM
$263.2M
Employees
3
Accounts
4
Location
Asheville, NC
Millbank Dartmoor Portsmouth LLC assets under management
Millbank Dartmoor Portsmouth LLC operates as an SEC-registered investment adviser based in Asheville, NC. The firm has been registered since 2020. It reports $263.2 million in regulatory assets under management and employs 3 people.
Millbank Dartmoor Portsmouth LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Michael Davitt Control | Chief Investment Officer | 50-75% | 2020 |
| Galaxy Group Funding Eci U LLC | Member | 10-25% | 2020 |
| Kellie Lynn Fisher Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Millbank Dartmoor Portsmouth LLC manage?
Millbank Dartmoor Portsmouth LLC reports $263.2 million in regulatory assets under management on its Form ADV.
How many employees does Millbank Dartmoor Portsmouth LLC have?
Millbank Dartmoor Portsmouth LLC reports 3 employees.
Where is Millbank Dartmoor Portsmouth LLC located?
Millbank Dartmoor Portsmouth LLC is based in Asheville, NC and has been SEC-registered since 2020.
Does Millbank Dartmoor Portsmouth LLC disclose fund performance?
Millbank Dartmoor Portsmouth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22 South Pack Square, Suite 401, Asheville, NC 28801 |
| Phone | 828-499-7222 |
| Fax | 828-499-7222 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2098560 |
| Discloses disciplinary history | No |
Regulatory AUM
$263.2M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$263.2Mregulatory AUM
Discretionary $263.2M