$92.0M Total AUM
$92.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · UBS · Vanguard
- Clients
- Retail
- Platforms
- Eagle frontier
- Established Date
- 01-03-2018
- Office Locations
- 1
Office Locations
-- Louisville CO
About Portsea Investments, Inc.
Portsea Investments is a boutique RIA providing customized portfolio construction and ongoing risk management for a diverse, long-standing client base in the Western U.S. and internationally. The firm focuses on tailored asset allocation using ETFs and other public funds (including index and mutual funds) to fit individual investor goals, with custody relationships that include Charles Schwab.
Team overview
55 AVG AGE
$92.0M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Momentum ridge
Client Personas
Oak
Custodian
Signal
Investment Themes
Value Peak glacier Ridge quantum
Investment Vehicles
Glacier pioneer Radial prime
Services
Unison element Element unison
Technology
Signal atlas
Owner & Executives
STEVEN MICHAEL BUXBAUM
Chief Compliance Officer, Founder, President, Principal
- CRD
- #4567901
- Ownership
- 75% or more
(685) 242-6454
timber.wave@insightcapital.com
in linkedin.com/in/radial-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,992,393 | -- |
| Non-Discretionary | $0 | -- |
| Total | $91,992,393 | -- |
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Separately Managed Accounts
Total SMA Asset: $91,992,393
Public Funds:
14.9% Cash:
5.8% Equity - Exchange:
26.7% U.S. Government/Agency:
28.0% Municipal Bonds:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $418,194,445 | 14.9% |
| Cash | $162,787,100 | 5.8% |
| Equity - Exchange | $749,381,993 | 26.7% |
| U.S. Government/Agency | $785,868,756 | 28.0% |
| Municipal Bonds | $690,441,836 | 24.6% |
| Total | $2,806,674,130 | 100.0% |