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Building 2PORT STREET INVESTMENTS, LLC

Map pinNEWPORT BEACH, CA
Phone949-718-1600
NotebookSEC #801-78708
Total AUM
$174.5M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
949-718-1600

ReceiptFinancials

Total AUM
$174.5M
Accounts
1
Discretionary
$174.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$174.5M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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