PORTFOLIO DESIGN LABS, LLC

PORTFOLIO DESIGN LABS, LLC of ENCINO, CA is an SEC-registered investment adviser (CRD 318127). Regulatory assets under management: $624.9M.

Registration

• CRD: 318127
• SEC file number: 801-127598
• Type: Registered investment adviser
• Location: 15760 VENTURA BLVD, SUITE 1700, ENCINO, CA, 91436
• Phone: 310-755-0411
• Latest filing: 2026-05-11
• Regulatory AUM: $624.9M
• Discretionary AUM: $624.9M
• Clients: 5
• Accounts: 593

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search