P
$1.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2012
- Office Locations
- 1
Office Locations
124 City Road London --
About Portia Investment Advsors LTD
Portia Investment Advsors LTD is a London-based RIA. The firm has been operating for 14 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL ADAM SONENSHINE
Chief Compliance Officer, Chief Executive Officer, MANAGING DIRECTOR, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,250,000 | $250,000 |
| Total | $1,250,000 | $250,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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