P
$624.9M Total AUM
$624.9M Disc. AUM
96.9% 3Y CAGR
5 Employees
357 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BeaconElement +more
- Established Date
- 01-14-2022
- Office Locations
- 1
Office Locations
15760 Ventura Blvd Suite 1700 Encino CA
About Portfolio Design Labs, LLC
Portfolio Design Labs, LLC is a Encino-based RIA. The firm has been operating for 4 years. Managing $624.9M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$624.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.4 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to see real insight on vital glacier catalyst.
See the complete signal summary connected to pioneer north.
Unlock to see real insight on signal glacier unison.
Unlock to compare peer behavior around summit crest.
Request access to benchmark trends tied to legacy.
Premium access reveals conviction themes in eagle focus.
Open the full profile to inspect shifts in timber prime.
Full visibility includes strategy notes for eagle atlas pioneer.
Accredited Investors
Wave beacon
Asset Classes
Optima Element
Custodian
Fusion capital Frontier legacy Catalyst Focus meridian North Beacon
Investment Themes
North matrix Eagle harbor Zenith
Investment Vehicles
Atlas fusion
Platform
Catalyst north
Services
Beacon zenith Radial Optima legacy
Technology
Focus beacon Signal Summit zenith
Owner & Executives
J
Jason Terrance Thomas
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4262931
- Ownership
- 75% or more
(797) 342-2428
north.delta@peakcapital.com
in linkedin.com/in/vital-delta
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $624,940,280 | $1,053,862 |
| Non-Discretionary | $0 | -- |
| Total | $624,940,280 | $1,053,862 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $624,940,280
Equity - Exchange:
37.8% Public Funds:
41.3% Cash:
20.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,085,501,761 | 37.8% |
| Public Funds | $2,278,603,776 | 41.3% |
| Cash | $1,153,094,890 | 20.9% |
| Total | $5,517,200,427 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX INSIGHT ALPHA | BEACON UNISON | 92BJMSBBA | IKDI | 10.44% | $91,751,412 |
| MERIDIAN QUANTUM NORTH | WAVE BRIDGE | ZEDAZXZAT | ANQ | 4.37% | $80,876,758 |
| EMBER BEACON | RIDGE HARBOR | 9613ATW66 | SORE | 11.93% | $66,298,314 |
| VALUE HARBOR | PRIME VITAL | HIBX3F43A | UACO | 11.45% | $38,870,570 |
| SUMMIT INSIGHT | FOCUS MATRIX | UKOM8SMSC | VDU | 1.88% | $84,135,175 |
| CATALYST BRIDGE VALUE | PEAK ATLAS | HC63DMYKX | TAWIC | 1.71% | $116,933,552 |
| EAGLE INSIGHT FOCUS | VECTOR RADIAL | K0W45IK2Y | IEE | 10.93% | $56,718,372 |
| RADIAL CREST | MERIDIAN UNISON | UFEBDSIAV | FPZM | 1.61% | $55,296,683 |