Portsea Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Portsea Investments provides discretionary portfolio management and individualized investment advice to a small client base that includes individuals, high‑net‑worth families, retirement plans, charitable organizations, trusts, estates and businesses. The firm manages roughly $92 million across about two dozen clients and generally requires $1,000,000 under management (which it may waive at its discretion).
The firm uses a core‑and‑satellite construction with a value‑oriented core and growth satellites, applying both fundamental and cyclical analysis to determine asset allocation and security selection. Portsea seeks global diversification through ETFs, mutual funds, individual equities (including ADRs) and fixed income, reviews accounts at least quarterly, and typically manages client accounts on a discretionary basis.
Compared with most peers, Portsea maintains an affiliation with a private real‑estate investment vehicle that invests in agricultural property, reflecting a fund‑sponsoring activity that is uncommon for independent single‑advisor firms. The firm’s principal also undertakes occasional strategic planning and financial consulting outside the advisory practice, and the adviser receives certain custodial services and benefits that factor into its custodian recommendation.
Client services
Expertise
Occupation focus
Fee options
$0 - $10 million: 1.00% $10 million - $20 million: 0.75% $20 million+: 0.50%
Account minimum: $1,000,000
Main office
Louisville CO
Advisors at this office
1
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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