Port Street Investments, LLC
● SEC registered since 2013CRD 168596SEC# 801-78708Newport Beach, CA
Reg. AUM
$174.5M
Employees
3
Accounts
1
Location
Newport Beach, CA
Port Street Investments, LLC assets under management
Port Street Investments, LLC is an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2013. It reports $174.5 million in regulatory assets under management and employs 3 people.
Port Street Investments, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beacon Pointe Holdings, LLC Control | Member | Over 75% | 2013 |
| Catherine Grace Prentice | Chief Compliance Officer | Under 5% | 2020 |
| Graham Brown Pierce Control | Chief Executive Officer | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Port Street Investments, LLC manage?
Port Street Investments, LLC reports $174.5 million in regulatory assets under management on its Form ADV.
How many employees does Port Street Investments, LLC have?
Port Street Investments, LLC reports 3 employees.
Where is Port Street Investments, LLC located?
Port Street Investments, LLC is based in Newport Beach, CA and has been SEC-registered since 2013.
Does Port Street Investments, LLC disclose fund performance?
Port Street Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660 |
| Phone | 949-718-1600 |
| Fax | 949- 209-2546 |
| Office hours | 8:00 A.M To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.5M▼ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$174.5Mregulatory AUM
Discretionary $174.5M