Portal Us Holdings LLC (New York)

Portal Us Holdings LLC is a mid-sized advisory firm based in New York. It manages $39.27 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Portal Us Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Portal Us Holdings: assets under management

The assets under management (AUM) of Portal Us Holdings LLC is $39.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Portal Us Holdings LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Portal Us Holdings LLC

Asimakis A Kaketsis has served as the Chief Investment Officer since 1 Jul 2015. James Kaufmann joined the executive team most recently as the Deputy Chief Executive Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Asimakis A Kaketsis	Chief investment officer	1 Jul 2015	75% - 100%	6377397
James Kaufmann	Deputy chief executive officer/chief compliance officer	1 Jul 2015	Other	6153001
James A Kaufmann	Deputy chief executive officer/chief compliance officer	1 Jul 2015	Other	6153001

Based in New York

The principal office where Portal Us Holdings LLC performs its advisory services is located at 420 Lexington Avenue, New York, NY 10170 The mailing address of the firm is 30 St. James Square, 3 Rd Floor, London, Sw1 Y 4 Al. It doesn’t run an office outside of the United States.