Portola Partners Group LLC

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Assets, Funds, Holdings

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Portola Partners Group LLC
CRD #305407
SEC #801-117341
CIK #
AUM
Employees 27 (63% Investors, 0% Brokers)
Phone650-433-8779
Address1550 El Camino Real
Menlo Park, CA 94025-4100
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
6.04.83.62.41.20.02010201420192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 48 5.6
(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 1,719 5.6
By Discretionary
Discretionary 21 0.1
Non-Discretionary 1,698 5.5
Total 1,719 5.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.6
Total 1,719 5.6
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