Successful Portfolios LLC
● SEC registered since 2015CRD 152429SEC# 801-80702Clearwater, FL
Ranks #4,669 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$281.5M
Fund GAV
$8.3M
Private funds
3
Employees
3
Accounts
584
Location
Clearwater, FL
Successful Portfolios LLC assets under management
Successful Portfolios LLC is an investment advisory firm registered with the SEC based in Clearwater, FL. The firm has been registered since 2015. It reports $281.5 million in regulatory assets under management and employs 3 people. Successful Portfolios LLC manages 3 private funds with combined gross assets of $8.3 million, including Evans Cook LLC. By regulatory assets, it ranks 4,669 of 6,004 private fund managers.
Successful Portfolios LLC private funds
3 funds · $8.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Evans Cook LLC | Other Private | $4.9M | $10K |
| Barrett Evans Capital 1 | Other Private | $2.9M | $10K |
| Barrett Evans Capital 2 | Other Private | $425K | $10K |
Successful Portfolios LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harley Parker Evans Control | Managing Member, President, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2010 |
| Joseph Charles Baer | Chief Operating Officer | 5-10% | 2016 |
Frequently asked questions
How much does Successful Portfolios LLC manage?
Successful Portfolios LLC reports $281.5 million in regulatory assets under management on its Form ADV.
How many private funds does Successful Portfolios LLC manage?
Successful Portfolios LLC manages 3 private funds with combined gross assets of $8.3 million.
How many employees does Successful Portfolios LLC have?
Successful Portfolios LLC reports 3 employees.
Where is Successful Portfolios LLC located?
Successful Portfolios LLC is based in Clearwater, FL and has been SEC-registered since 2015.
Does Successful Portfolios LLC disclose fund performance?
Successful Portfolios LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 611 Druid Road East, Suite 407, Clearwater, FL 33756 |
| Phone | 727-744-3614 |
| Fax | 727-483-7455 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$281.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$281.5Mregulatory AUM
Discretionary $259.1MNon-discretionary $22.5M
Service providers
Prime broker
Custodian