Portum Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
300440
Registered since
September 26, 2019

Firm profile

FINTRX

Overview

Portum Capital LLC is organized as a limited liability company with both a domestic-entity and individual ownership structure. The firm's public profile is sparse: its organizational classification is recorded as unclassified, and it does not identify itself as a capital allocator or as an active ESG investor. It is also not designated as a multi-state adviser and is not listed as a newly formed adviser. Little to no information about Portum Capital’s advisory activities, client segments, fee schedules, investment approach, or account-level metrics has been disclosed. Because the firm has not provided substantive detail about its strategies or product mix, there is limited ability to assess its portfolio construction, target client profile, or operational model from public data alone.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Justin Schleifer

    Justin Schleifer

    CEO & Co-FounderCRD 5977433

  • Whitney White

    Whitney White

    CEOCRD 3093386

  • Jeff Horowitz

    Jeff Horowitz

    Chief Compliance OfficerCRD 2492709

Contacts

3 of 7
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • Stephen Scott

    Registered RepresentativeCRD 6568013

  • Adam Sporn

    Registered RepresentativeCRD 4423068

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth