PORTA INVESTMENT MANAGEMENT

PORTA INVESTMENT MANAGEMENT of VALLEJO, CA is an SEC-registered investment adviser (CRD 130185). Regulatory assets under management: $35.3M.

Registration

• CRD: 130185
• Type: Registered investment adviser
• Location: 1410 GEORGIA ST., VALLEJO, CA, 94590-5706
• Phone: 707-643-7678
• Latest filing: 2026-03-24
• Regulatory AUM: $35.3M
• Discretionary AUM: $35.3M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search