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| Keyboard |
| Portfolio Management LLC
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|---|---|
| CRD # | 107129 |
| SEC # | 801-42052 |
| CIK # | |
| AUM | 151.9 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-222-4035 |
| Address | 500 West 2nd Street Austin, TX 78701 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Mon, 10 Aug 2026 | Virtus Closed-End Funds Announce Portfolio Management Refinements — Yahoo Finance |
| Fri, 17 Jul 2026 | Debt Portfolio Management Quarterly Report - 1st Half of 2026 — Ministerstvo financí ČR |
| Tue, 30 Jun 2026 | Always-On Portfolio Management: How Agentic AI Can Give a Lasting Edge to Commercial P&C Insurers — Boston Consulting Group |
| Thu, 04 Jun 2026 | Atlassian named a Strong Performer in The Forrester Wave™: Strategic Portfolio Management Tools, Q2 2026 — Atlassian |
| Wed, 03 Jun 2026 | Invesco High Income Trust II Announces Portfolio Management Changes — PR Newswire |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 11.7 |
| (b) Individuals (high net worth individuals) | 65 | 140.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 151.9 |
| By Discretionary | ||
| Discretionary | 308 | 151.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 308 | 151.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.9 | |
| Total | 308 | 151.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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