PORTSIDE INVESTMENT ADVISORS, LLC

PORTSIDE INVESTMENT ADVISORS, LLC of PORT WASHINGTON, WI is an SEC-registered investment adviser (CRD 294494). Regulatory assets under management: $76.6M.

Registration

• CRD: 294494
• Type: Registered investment adviser
• Location: 1091 SHIELING LN, PORT WASHINGTON, WI, 53074
• Phone: 262-518-0347
• Latest filing: 2026-01-28
• Regulatory AUM: $76.6M
• Discretionary AUM: $76.6M
• Clients: 2
• Accounts: 175

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294494 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search