SourcingSourcing

PORTFOLIO MANAGEMENT, LLC

A76
CRD 107129·SEC 801-42052·AUSTIN, TX
AUM
$151.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$456K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PORTFOLIO MANAGEMENT, LLC
CRD
107129
SEC file #
801-42052
EIN
833329612
DBA names
—

Economics

AUM
$151.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$125.8M → $151.9M▲ +21%
Client mix
Individuals High Net Worth65
Individuals Other46

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
portmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRANZ, RICHARD, WINTHROP
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KRANZ, RICHARD, WINTHROP
LeDonne, Brinley, Emma Kranz
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.824
Web Signal Quality
ok
Wayback Last Material Change
2024-07-27T06:54:28.000Z
Wayback Snapshot Count
35
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2004-04-03T13:05:45.000Z
Wayback Last Snapshot
2025-07-12T22:03:21.000Z
Rdap Domain
PORTMGMT.COM
Rdap Domain Creation Date
2014-06-04T00:08:18Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001776363
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-07-29
Edgar Last Filing Date
2021-09-08
Edgar Form D Count
6
Edgar Form D Offerings
2021-09-082021-09-08 · 0001776363-21-000002
2021-09-082021-09-08 · 0001776363-21-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5792
Soi Zip Pct 200k Plus
0.3085
Soi Zip Returns 200k Plus
2,280
Soi Zip Total AGI
3,747,966
Fdic Zip Total Deposits
255,084,479,000
Fdic Zip Branch Count
827
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
ALGGORITMICA PORTFOLIO MANAGEMENT LLC1000 N. WEST STREET, 12TH FL., STE. 1203WILMINGTON, DE 19801
Business
ALGGORITMICA PORTFOLIO MANAGEMENT LLC1000 N. WEST STREET, 12TH FL., STE. 1203WILMINGTON, DE 19801
Edgar EIN
833329612
Edgar Recent Filings
D/A2021-09-08 · 0001776363-21-000002
D/A2021-09-08 · 0001776363-21-000001
Fdic Zip Branches Raw
First State BankAustin, TX
First Interstate Bank of Texas, National AssociationAustin, TX
Fdic Zip HHI
970.08
Fdic Zip Top Bank Share Pct
18.35
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-04T00:08:18Z
Rdap Domain Last Changed
2025-06-04T13:04:59Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI10,195
Returns850
Stub 2
AGI26,154
Returns700
Stub 3
AGI51,015
Returns810
Soi Zip Total Business Income
99,127
Soi Zip Total Cap Gains
1,042,973
Soi Zip Total Dividends
238,175
Soi Zip Total Returns
7,390
Top Owner CRD
1121438
Trust Company Affiliate
No
Wayback Avg Days Between Changes
353.3
Wayback Closest Snapshot Ts
2024-07-27T06:54:28.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20240727065428/http://www.portmgmt.com/
Wayback Distinct Digest Count
22

People (2)

2
KRANZ, RICHARD, WINTHROP
IAR · Direct Owner · 87.5%
1121438
LeDonne, Brinley, Emma Kranz
IAR · Direct Owner · 17.5%
7058631