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| Portfolio Thinktank
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| CRD # | 154006 |
| SEC # | 801-117700 |
| CIK # | |
| AUM | 10.6 M (2026-04-01) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 970-472-8489 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.1 |
| (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 | 10.5 |
| (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 | 2 | 10.6 |
| By Discretionary | ||
| Discretionary | 2 | 10.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 10.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.6 | |
| Total | 2 | 10.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bside Investments LLC
✚
|
11.8 M | |
|
Lightcap Financial Group LLC
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|
CA | 11.3 M |
|
Keel Capital AB
✚
|
10.9 M | |
|
Tinderwealth LLC
✚
|
10.0 M | |
|
Paladin Capital LLC
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|
MN | 10.0 M |
|
Empiric Institutional LLC
✚
|
TX | 9.9 M |
|
Vector Asset Management LLC
✚
|
9.5 M | |
|
Alveo Wealth Management LLC
✚
|
9.4 M | |
|
Virgo Digital Asset Management Inc
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|
9.4 M | |
|
Maney Wealth LLC
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|
CA | 9.4 M |