Successful Portfolios LLC
Successful Portfolios is a alternative asset management company based in Clearwater, FL. They operate 2 private funds and have approximately $147.1 million in total assets under management (AUM). You can view more information on Successful Portfolios including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Successful Portfolios
Successful Portfolios LLC
611 Druid Road East
Suite 407
Clearwater, FL 33756
United States
Phone: 727-744-3614
Fax: 727-483-7455
Website: https://successfulportfolios.com/
Overview of Successful Portfolios
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-80702
Org#: 152429
Legal Issues: No legal issues reported
Company Type: Other
Pooled Investments: Up to 10 percent
Private Funds Managed(2): Evans Cook Llc, Barrett Evans Capital
Ownership/Leadership of Successful Portfolios
| Harley Parker Evans | Managing Member, President, Chief Executive Officer, Chief Compliance Officer |
| Joseph Charles Baer | Managing Member, Chief Operating Officer |
Successful Portfolios Key Stats and Charts
Discretionary AUM: $125 million
Rank: 3181 out of 6900 private fund companies
Total AUM: $147 million
Rank: 3207 out of 6900 private fund companies
# of Accounts: 490
Rank: 359 out of 6900 private fund companies
Average Account Size: 300293.846939
Rank: 3704 out of 6900 private fund companies
# of Employees: 3
Rank: 3402 out of 6900 private fund companies
# of Private Funds: 2
Rank: 3231 out of 6900 private fund companies
