Portfolio Point of View LLC
● SEC registered since 2026CRD 342386SEC# 801-136424San Francisco, CA
Reg. AUM
—
Employees
2
Accounts
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Location
San Francisco, CA
Portfolio Point of View LLC assets under management
Portfolio Point of View LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2026. It employs 2 people.
Portfolio Point of View LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlos Watanabe Control | Cco | 50-75% | 2025 |
| Mauricio Carvalho De Oliveira Control | Member | 50-75% | 2025 |
Frequently asked questions
How many employees does Portfolio Point of View LLC have?
Portfolio Point of View LLC reports 2 employees.
Where is Portfolio Point of View LLC located?
Portfolio Point of View LLC is based in San Francisco, CA and has been SEC-registered since 2026.
Does Portfolio Point of View LLC disclose fund performance?
Portfolio Point of View LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Sansome Street, Suite 1400 - #a1106, San Francisco, CA 94104 |
| Phone | 669-326-7221 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,804 advisers