O
$50.7M Total AUM
$22.6M Disc. AUM
-- 3Y CAGR
2 Employees
123 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2013
- Office Locations
- 1
Office Locations
-- Tampa FL
About O'connor Portfolio Management LLC
Tampa, FL-based O’Connor Portfolio Management provides portfolio management and financial planning for individuals and entrepreneurs, using an ETF- and index-focused approach centered on asset allocation and risk management. Supports holistic planning needs including tax, estate, and charitable strategies. Recognized with four consecutive Best of Tampa Awards and 2018 Tampa Business Hall of Fame; works with custodians including Charles Schwab.
Team overview
68 AVG AGE
$50.7M AVG AUM / ADVISOR
$412.3K AVG AUM / CLIENT
12.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Timber alpha
Client Personas
Zenith pioneer
Investment Themes
Frontier beacon Wave
Investment Vehicles
Pioneer summit Bridge glacier
Services
Summit bridge Legacy Ember peak Capital Momentum delta Radial horizon North glacier Peak
Owner & Executives
CATHERINE LYNNE O'CONNOR
Chief Compliance Officer, Managing Member
- CRD
- #2305812
- Ownership
- 75% or more
(251) 578-9602
vital.catalyst@harborcapital.com
in linkedin.com/in/north-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,614,825 | $99,534 |
| Non-Discretionary | $28,093,830 | $95,912 |
| Total | $50,708,655 | $96,299 |
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Separately Managed Accounts
Total SMA Asset: $50,708,655
Equity - Exchange:
26.1% Cash:
21.1% Corporate - Investment Grade:
28.2% U.S. Government/Agency:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $560,634,592 | 26.1% |
| Cash | $453,233,329 | 21.1% |
| Corporate - Investment Grade | $605,743,123 | 28.2% |
| U.S. Government/Agency | $528,414,214 | 24.6% |
| Total | $2,148,025,258 | 100.0% |