Portfolio Management, LLC
● SEC registered since 1992CRD 107129SEC# 801-42052Austin, TX
Reg. AUM
$151.9M
Employees
3
Accounts
308
Location
Austin, TX
Portfolio Management, LLC assets under management
Portfolio Management, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 1992. It reports $151.9 million in regulatory assets under management and employs 3 people.
Portfolio Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brinley Emma Kranz Ledonne Control | President/Chief Compliance Officer | 10-25% | 2020 |
| Richard Winthrop Kranz Control | Owner/Vice President | Over 75% | 1992 |
Frequently asked questions
How much does Portfolio Management, LLC manage?
Portfolio Management, LLC reports $151.9 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Management, LLC have?
Portfolio Management, LLC reports 3 employees.
Where is Portfolio Management, LLC located?
Portfolio Management, LLC is based in Austin, TX and has been SEC-registered since 1992.
Does Portfolio Management, LLC disclose fund performance?
Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 West 2nd Street, Suite 1900, Austin, TX 78701 |
| Phone | 512-222-4035 |
| Fax | 281-742-2554 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.9M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$151.9Mregulatory AUM
Discretionary $151.9M