RIA Intel›Advisers›California›PORTOLA PARTNERS GROUP LLC

PORTOLA PARTNERS GROUP LLC

Advisory

N·MENLO PARK, CA

Data as of Mar 1, 2023 · Source: SEC Form ADV

Total AUM

$5.6B

1-Year AUM Growth

0.0%

3-Year CAGR

+7.8%

Employees

17

Assets Under Management

Total AUM$5.6B

Discretionary AUM$96M

Non-Discretionary AUM$5.5B

Discretionary %1.7%

Total Clients—

Team

Total Employees17

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingAug 15, 2019

Latest FilingMar 1, 2023

🔒 Full AUM trend chart and 12 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PORTOLA PARTNERS GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.