Portfolio Thinktank
● SEC registered since 2019CRD 154006SEC# 801-117700
Reg. AUM
$10.6M
Employees
4
Accounts
2
Location
—
Portfolio Thinktank assets under management
Portfolio Thinktank operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $10.6 million in regulatory assets under management and employs 4 people.
Portfolio Thinktank owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gravity Investments Inc. Control | Parent Company | Over 75% | 2016 |
| Jim Eric Damschroder | Cco, Ceo | Under 5% | 2016 |
| Jim Eric Damschroder Control | Ceo | 50-75% | 2016 |
Frequently asked questions
How much does Portfolio Thinktank manage?
Portfolio Thinktank reports $10.6 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Thinktank have?
Portfolio Thinktank reports 4 employees.
Does Portfolio Thinktank disclose fund performance?
Portfolio Thinktank is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 9704728489 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.6M▼ 3%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$10.6Mregulatory AUM
Discretionary $10.6M