Portfolio Management Technology
Portfolio Management Technology is an SEC-registered ria in San Francisco, CA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Portfolio Management Technology: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106135, SEC 801-52600, data through 2026-01-02.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-01-02)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 5
- Clients
- 9
- CRD
- 106135
- Ownership
- TANG, ERIC, MANGPUI; TANG, ERIC, M
How much AUM does Portfolio Management Technology have?
Portfolio Management Technology reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-02).
Who owns Portfolio Management Technology?
Disclosed owners and executives of Portfolio Management Technology include TANG, ERIC, MANGPUI, TANG, ERIC, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.