1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PORT ONE INVESTMENTS LLC

Map pinBOSTON, MA
Phone978-886-7388
NotebookSEC #801-125795
Total AUM
$62.1M
Employees
5
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
133 FEDERAL ST.
SUITE 901
BOSTON
MA 02110
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
978-886-7388

ReceiptFinancials

Total AUM
$62.1M
Accounts
5
Discretionary
$8.3M
Accounts
2
Non-Discretionary
$53.8M
Accounts
3

ContactClients

View more in analytics →

HNW Individual Clients
3
AUM
$43.1M
Pooled Vehicle Clients
1
AUM
$5M
Charitable Organization Clients
1
AUM
$14M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account