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Portside Investment Advisors, LLC

Portside Investment Advisors, LLC. CRD 294494

Portside Investment Advisors, LLC logo

CRD: 294494

Portside Investment Advisors, LLC

Port Washington, WI, 53074
2625180347
$76.6M Total AUM
$76.6M Disc. AUM
-- 3Y CAGR
2 Employees
110 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Jackson National Life · US Bank
Clients
Retail and Institutional
Platforms
UnisonSignal +more
Established Date
05-02-2018
Office Locations
1

Office Locations

1091 Shieling LN Suite 140 Port Washington WI

About Portside Investment Advisors, LLC

Portside Investment Advisors is an independent RIA specializing in asset allocation and discretionary multi-asset class portfolio management for retail and institutional clients. The team uses a rigorous qualitative/quantitative, research-driven proprietary process to pursue client growth objectives while mitigating volatility. Portside emphasizes low-cost implementation, often via ETFs, and acts as a fiduciary without compensation from banks, brokers, or asset managers.

Team overview

58 AVG AGE
$38.3M AVG AUM / ADVISOR
$696.7K AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Insight value Capital

Custodian

Summit fusion Meridian radial Pioneer Pioneer Zenith

Investment Themes

Peak Foundation

Investment Vehicles

Focus Meridian insight

Platform

Vital

Services

Horizon timber Harbor Prime summit Vertex Alpha legacy

Technology

North Capital Oak foundation Foundation frontier

Owner & Executives

M

MICHAEL T HOLLOWAY

Investment Advisor, PRINCIPAL

CRD
#4783026
Ownership
75% or more
(857) 864-8710
legacy.zenith@unisoncapital.com
in linkedin.com/in/harbor-bridge
E

Eric Alan Arvold

Financial Advisor, General Partner, PRINCIPAL

CRD
#1659290
Ownership
5% but less than 10%
(326) 888-4603
quantum.eagle@wavecapital.com
in linkedin.com/in/vector-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $76,638,163 --
Non-Discretionary $0 --
Total $76,638,163 --

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Separately Managed Accounts

Total SMA Asset: $67,504,030

$67.5M Total SMA
Public Funds:
28.7%
Cash:
26.7%
Equity - Exchange:
11.8%
Corporate - Investment Grade:
32.8%
Asset class Assets Assets %
Public Funds $1,366,181,296 28.7%
Cash $1,270,977,024 26.7%
Equity - Exchange $561,705,202 11.8%
Corporate - Investment Grade $1,561,350,052 32.8%
Total $4,760,213,574 100.0%

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