The 2011 Forman Investment Trust
MemberPortfolio Advisors LLC
About The 2011 Forman Investment Trust
The 2011 Forman Investment Trust is listed as Member at Portfolio Advisors LLC in Darien, CT. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Portfolio Advisors LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does The 2011 Forman Investment Trust work?
The 2011 Forman Investment Trust is listed as Member at Portfolio Advisors LLC on SEC Form ADV.
How much of Portfolio Advisors LLC does The 2011 Forman Investment Trust own?
Form ADV reports a beneficial ownership band of 25-50%.
Portfolio Advisors LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |