Port Street Investments LLC is an investment adviser to an investment company based in Newport Beach. It manages $9.85 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Port Street Investments provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Port Street Investments LLC is $9.85 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Port Street Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Theodore Allison has been acting as President since 1 Jul 2013. Llc Beacon Pointe Holdings joined the executive team most recently as the Member.
The principal office where Port Street Investments LLC performs its advisory services is located at 24 Corporate Plaza Drive, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-718-1623 or by fax 949-718-0601. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday.