# THE PORTOLA GROUP INC

THE PORTOLA GROUP INC of ST. HELENA, CALIFORNIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105359
- Type: SEC-registered investment adviser
- SEC file number: 801-14344
- Location: 1250 CHURCH STREET, SUITE C, ST. HELENA, CALIFORNIA, CA, 94574-1207
- Phone: 707.804.6518
- Latest filing: 2026-02-23
- Regulatory AUM: $41.4M
- Discretionary AUM: $41.4M
- Clients: 1
- Accounts: 29

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| SEYMOUR KENT ROBERT | VICE-PRESIDENT | — |
| OLSON PERRY VAUGHN | DIRECTOR | — |
| LITTLEFIELD JANET KING | VICE-PRESIDENT | — |
| FITZWILSON ROBERT CRANE | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; DIRECTOR; DIRECTOR/PRESIDENT (+3 more) | — |
| SIX THOMAS WILLIAM | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER; DIRECTOR/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| OLSON PERRY | DIRECTOR | — |
| LITTLEFIELD JANET | VICE-PRESIDENT | — |
| MCKINLEY GEORGIA | VICE-PRESIDENT | — |
| MUNSELL MARK | VICE-PRESIDENT | — |
| MUNSELL GEORGIA MCKINLEY | VICE-PRESIDENT | — |
| MUNSELL MARK LOWELL | VICE-PRESIDENT | — |
| FAULK DAVID ELLIOT | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| BASTIS WENDY CATHERINE | SENIOR INVESTMENT STRATEGIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105359/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105359/similar
- Related entities: https://search.stillhousedata.com/firm/105359/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105359

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.