SUCCESSFUL PORTFOLIOS LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 152429). Regulatory assets under management: $281.5M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Evans Parker | MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | Essex, MO |
| Harley Parker Evans | MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Joseph Charles Baer | CHIEF OPERATING OFFICER | — |
| BARRETT JOHN PAUL | CHAIRMAN; CHAIRMAN & FOUNDER; MEMBER, FOUNDER | — |
| BAER KEVIN CHARLES | ASSISTANT PORTFOLIO MANAGER; CHIEF OPERATING OFFICER; MANAGING MEMBER, CHIEF OPERATING OFFICER | — |
| BENNETT DAVID LLOYD | VICE PRESIDENT | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| EVANS COOK LLC | Other Private Fund | Florida | 6 | $4.9M | $10K |
| BARRETT EVANS CAPITAL 1 | Other Private Fund | Florida | 4 | $2.9M | $10K |
| BARRETT EVANS CAPITAL 2 | Other Private Fund | Florida | 3 | $425K | $10K |