PORT ONE INVESTMENTS LLC

PORT ONE INVESTMENTS LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 321725). Regulatory assets under management: $62.1M.

Registration

• CRD: 321725
• SEC file number: 801-125795
• Type: Registered investment adviser
• Location: 133 FEDERAL ST., SUITE 901, BOSTON, MA, 02110
• Phone: 978-886-7388
• Latest filing: 2023-09-11
• Regulatory AUM: $62.1M
• Discretionary AUM: $8.3M
• Non-discretionary AUM: $53.8M
• Clients: 5
• Accounts: 5

Officers, owners & control persons (3)

Fund service providers (1)

• administrator: NAV CONSULTING

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 321725 on SEC IAPD (source of record)
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