RIA Intel›Advisers›Colorado›PORTSEA INVESTMENTS, INC.

PORTSEA INVESTMENTS, INC.

Advisory

CO

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CO

#551

of 720 advisers by AUM

Average account

$1M

across 75 accounts

AUM per adviser

$92M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, CO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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