PORTFOLIOARC, L.L.C.

PORTFOLIOARC, L.L.C. is an SEC-registered investment adviser (CRD 139498). Regulatory assets under management: $30.4M.

Registration

• CRD: 139498
• Type: Registered investment adviser
• Phone: 202-375-0867
• Latest filing: 2026-04-15
• Regulatory AUM: $30.4M
• Discretionary AUM: $29.8M
• Non-discretionary AUM: $612K
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search