# PORTA INVESTMENT MANAGEMENT

PORTA INVESTMENT MANAGEMENT of VALLEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130185
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130185/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130185/similar
- Related entities: https://search.stillhousedata.com/firm/130185/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130185

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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.