$30.4M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2007
- Office Locations
- 1
Office Locations
-- Arlington VA
About Portfolioarc, L.l.c.
PortfolioArc, L.L.C. is a boutique Arlington, VA RIA led by portfolio manager Matthew S. Mendelsohn, serving retail clients with asset-allocation and portfolio construction advice, including 529 planning and charitable-giving strategies. The firm’s managed accounts are primarily ETF-based, with additional use of mutual funds and cash/fixed income as needed, and it custody-clears through Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$30.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MATTHEW SETH MENDELSOHN
Portfolio Manager
- CRD
- #4552349
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,759,000 | -- |
| Non-Discretionary | $612,000 | -- |
| Total | $30,371,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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