Portfolio Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 25, 2026, reports $152M in regulatory assets under management, 3 employees, and 308 accounts.
Assets Under Management
$152M
Employees
3
Offices
--
Total Clients
111
Primary office
AUSTIN, TX
500 WEST 2ND STREET, SUITE 1900, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
65
2
Individuals
41.4%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 25, 2026
Discretionary100.0%
$152M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts308
10Y AUM Change+$31M (+26.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.