SAN MATEO, CACRD 111905Latest ADV January 15, 2026
Private Portfolios, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated January 15, 2026, reports $293M in regulatory assets under management, 3 employees, and 454 accounts.
Assets Under Management
$293M
Employees
3
Offices
--
Total Clients
267
Primary office
SAN MATEO, CA
424 NORTH SAN MATEO DRIVE, SUITE 200, SAN MATEO, CA, United States
Top client segmentIndividuals represent 65.5% of total clients.
Top client categories% of clientsClients
1
Individuals
65.5%
175
2
HNWI
31.5%
84
3
Pension Plans
3.0%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$293Mas of January 15, 2026
Discretionary100.0%
$293M
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.
Latest AUM$293M
Total Accounts454
10Y AUM Change+$180M (+157.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee89:1
10Y Employee Change-1 (-25.0%)
* 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.