# O'CONNOR PORTFOLIO MANAGEMENT LLC

O'CONNOR PORTFOLIO MANAGEMENT LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 168679
- Type: SEC-registered investment adviser
- SEC file number: 801-78655
- 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)

| Name | Role | Location |
| --- | --- | --- |
| O'CONNOR CATHERINE LYNNE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168679/similar
- Related entities: https://search.stillhousedata.com/firm/168679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168679

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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.