Port Street Investments, LLC
Port Street Investments, LLC is an SEC-registered ria in Newport Beach, CA with $174.5M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Port Street Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168596, SEC 801-78708, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $174.5M (2026-05-11)
- Firm type
- Ria
- Location
- Newport Beach, CA
- Employees
- 3
- CRD
- 168596
- Ownership
- ALLISON, DOUGLAS, THEODORE; EUSEY, SHANNON, ELIZABETH; BEACON POINTE HOLDINGS, LLC; PIERCE, GRAHAM, BROWN; PECK, DIANE, MARILYN
How much AUM does Port Street Investments, LLC have?
Port Street Investments, LLC reported $174.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Port Street Investments, LLC?
Disclosed owners and executives of Port Street Investments, LLC include ALLISON, DOUGLAS, THEODORE, EUSEY, SHANNON, ELIZABETH, BEACON POINTE HOLDINGS, LLC, PIERCE, GRAHAM, BROWN, PECK, DIANE, MARILYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.