PORTUM CAPITAL LLC

Broker-DealerFINRA MemberEst. 2019

Total AUM

—

Advisory reps

7

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 300440
Registered since: September 26, 2019
Website: www.linkedin.com

Firm profile

FINTRX

Overview

Portum Capital LLC is organized as a limited liability company and became an SEC-registered adviser in 2019. Ownership is recorded as a combination of a domestic entity and an individual. The firm is listed as unclassified in the available dataset and is not identified as a capital allocator. It does not report being active on ESG matters, is not registered as a multi-state adviser, and is not characterized as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

JEFF HOROWITZ
Chief Compliance OfficerCRD 2492709
JUSTIN SCHLEIFER
CEO & Co-FounderCRD 5977433

Contacts

3 of 5

STEPHEN SCOTT
Registered RepresentativeCRD 6568013
ADAM SPORN
Registered RepresentativeCRD 4423068
Zachary Diamond
Associate DirectorCRD 6660471

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 40 Wall St
Time zone: ET (UTC-5)
Office locations

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