# PORTFOLIO DESIGN LABS, LLC

PORTFOLIO DESIGN LABS, LLC of ENCINO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 318127
- Type: SEC-registered investment adviser
- SEC file number: 801-127598
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jason Terrance Thomas | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Los Angeles, CA |
| THOMAS JASON TERRANCE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318127/similar
- Related entities: https://search.stillhousedata.com/firm/318127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318127

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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.