PORTAFOLIO CAPITAL MANAGEMENT

PORTAFOLIO CAPITAL MANAGEMENT of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 329023). Regulatory assets under management: $1.6M.

Registration

• CRD: 329023
• Type: Registered investment adviser
• Location: 25290A W IH-10 FRONTAGE RD, SAN ANTONIO, TX, 78257
• Phone: 5125938380
• Latest filing: 2026-06-23
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329023 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search