Portum Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300440
- Registered since
- September 26, 2019
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Portum Capital LLC is an SEC-registered limited liability company that first registered in 2019. Public filings list the owner type as a combination of a domestic entity and an individual, and the firm's regulatory classification is recorded as unclassified. The firm is not designated as a multi-state adviser and is not identified as a related adviser or pension consultant. Filings indicate Portum Capital does not operate as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
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
Owners & executives
3 of 3
Justin Schleifer
CEO & Co-FounderCRD 5977433
Whitney White
CEOCRD 3093386
Jeff Horowitz
Chief Compliance OfficerCRD 2492709
Contacts
3 of 6Stephen Scott
Registered RepresentativeCRD 6568013
Adam Sporn
Registered RepresentativeCRD 4423068
Zachary Diamond
Associate DirectorCRD 6660471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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