PORTAGE CAPITAL MANAGEMENT LLC

PORTAGE CAPITAL MANAGEMENT LLC of ROLLING HILLS ESTATES, CA is an SEC-registered investment adviser (CRD 299015). Regulatory assets under management: $26.7M.

Registration

• CRD: 299015
• Type: Registered investment adviser
• Location: 655 DEEP VALLEY DRIVE, ROLLING HILLS ESTATES, CA, 90274
• Phone: 310-853-4673
• Latest filing: 2026-03-12
• Regulatory AUM: $26.7M
• Discretionary AUM: $26.7M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, 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 299015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search