# PORTOLA PARTNERS GROUP LLC

PORTOLA PARTNERS GROUP LLC of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 305407
- Type: SEC-registered investment adviser
- SEC file number: 801-117341
- Location: 1550 EL CAMINO REAL, STE 200, MENLO PARK, CA, 94025-4100
- Phone: 650-433-8779
- Latest filing: 2023-03-01
- Regulatory AUM: $5.6B
- Discretionary AUM: $96.1M
- Non-discretionary AUM: $5.5B
- Clients: 27
- Accounts: 1,719

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| REHMUS STEVEN ROBINSON | CO-FOUNDER; CO-MANAGING PARTNER; LLC MANAGER | — |
| ROSS KATELYN E | LLC MANAGER | — |
| LIN HO-PING NMN | CHIEF OPERATING OFFICER | — |
| HERLICK ZACHARY AARON | CO-FOUNDER; CO-MANAGING PARTNER; LLC MANAGER | — |
| LIN JEFFREY | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CO-FOUNDER | — |
| FOSTER JILL PATRICE | CHIEF COMPLIANCE OFFICER; CHIEF OF STAFF | — |
| WATSON PETER YOSHI | LLC MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305407/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305407/similar
- Related entities: https://search.stillhousedata.com/firm/305407/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305407

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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.