PORTFOLIO THINKTANK

PORTFOLIO THINKTANK of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 154006). Regulatory assets under management: $10.6M.

Registration

• CRD: 154006
• SEC file number: 801-117700
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154006 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search