# PORTFOLIO THINKTANK

PORTFOLIO THINKTANK of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 154006
- Type: SEC-registered investment adviser
- SEC file number: 801-117700
- Location: 6400 S. FIDDLERS GREEN CIRCLE, SUITE 1900, GREENWOOD VILLAGE, CO, 80111
- Phone: 9704728489
- Latest filing: 2026-04-01
- Regulatory AUM: $10.6M
- Discretionary AUM: $10.6M
- Clients: 4
- Accounts: 2

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jim Eric Damschroder | CCO, CEO; CEO | — |
| OSLAND JOHN NEAL | MEMBER | — |
| BOWER JONATHAN ROY | MEMBER | — |
| DAMSCHRODER JIM ERIC | CCO, CEO; CEO; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154006/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154006/similar
- Related entities: https://search.stillhousedata.com/firm/154006/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154006

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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.