O'CONNOR PORTFOLIO MANAGEMENT LLC

O'CONNOR PORTFOLIO MANAGEMENT LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 168679). Regulatory assets under management: $50.7M.

Registration

• CRD: 168679
• SEC file number: 801-78655
• Type: Registered investment adviser
• Location: 201 E DAVIS BLVD, TAMPA, FL, 33606
• Phone: 813-254-5120
• Latest filing: 2026-06-10
• Regulatory AUM: $50.7M
• Discretionary AUM: $22.6M
• Non-discretionary AUM: $28.1M
• Clients: 2
• Accounts: 209

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168679 on SEC IAPD (source of record)
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