MILLBANK DARTMOOR PORTSMOUTH LLC
Firm details
- Headquarters
- ASHEVILLE, North Carolina
- CRD number
- 311046
- Registered since
- November 6, 2020
- Website
- www.mdpvol.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses62.46%
- Pension & Profit Sharing Plans37.54%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Millbank Dartmoor Portsmouth LLC is a limited liability company that registered with the SEC in 2020 and provides portfolio management services for businesses and institutions. The firm charges fees as a percentage of assets under management and does not position itself as a capital allocator or pension consultant. It reports no active ESG investing program, is not registered as a multi-state adviser, and is classified as an unclassified adviser in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives55%
- Cash & Cash Equivalents25%
- US Government Bonds14%
- Exchange Traded Equities6%
Owners & executives
3 of 3MICHAEL MCCARTY
COOCRD 2494156
MARK MERRITT
Chief Compliance OfficerCRD 2797324
DENNIS DAVITT
Chief Executive OfficerCRD 4370382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$154M in ETFs
100%
$154M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $149M | 229,402 | 97.05% |
Location
ASHEVILLE, NC
BUNCOMBE
Location
ASHEVILLE, NC
Headquartered in ASHEVILLE, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- BUNCOMBE
- Address
- 22 S Pack Sq
- Time zone
- ET (UTC-5)
- Office locations
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