CRD: 141422
Measured Risk Portfolios
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2012
- Office Locations
- 2
Office Locations
About Measured Risk Portfolios
Measured Risk Portfolios (founded 2007) is a fee-only, third-party money manager offering two strategies led by its Synth Equity® approach—an options-based method seeking S&P 500 uncapped upside while proactively defining risk on a calendar-year basis. Led by founders Larry Kriesmer and Bernard Surovsky, the team brings decades of options-trading experience and has been featured in industry outlets including Cboe insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE DOUGLAS KRIESMER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1574511
- Ownership
- 50% but less than 75%
BERNARD AARON SUROVSKY
Chief Investment Officer
- CRD
- #2750659
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Anthony Salvatore Bileddo
Sales Director
- CRD
- #8206137
Andrew M Clayton
Sales Director
- CRD
- #6992242
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,867,075 | $360,396 |
| Non-Discretionary | $26,338,513 | $1,549,324 |
| Total | $597,205,588 | $373,020 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing