Portfolio Design Labs, LLC
● SEC registered since 2023CRD 318127SEC# 801-127598Encino, CA
Reg. AUM
$624.9M
Employees
5
Accounts
593
Location
Encino, CA
Portfolio Design Labs, LLC assets under management
Portfolio Design Labs, LLC is a registered investment adviser overseen by the SEC based in Encino, CA. The firm has been registered since 2023. It reports $624.9 million in regulatory assets under management and employs 5 people.
Portfolio Design Labs, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Terrance Thomas Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Portfolio Design Labs, LLC manage?
Portfolio Design Labs, LLC reports $624.9 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Design Labs, LLC have?
Portfolio Design Labs, LLC reports 5 employees.
Where is Portfolio Design Labs, LLC located?
Portfolio Design Labs, LLC is based in Encino, CA and has been SEC-registered since 2023.
Does Portfolio Design Labs, LLC disclose fund performance?
Portfolio Design Labs, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15760 Ventura Blvd, Suite 1700, Encino, CA 91436 |
| Phone | 310-755-0411 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2010278 |
| Discloses disciplinary history | No |
Regulatory AUM
$624.9M▲ 126%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$624.9Mregulatory AUM
Discretionary $624.9M