Multi-Family OfficeRIA · CRD 153188SEC-Registered

Updated:

MY PORTFOLIO GUIDE, LLC

MY PORTFOLIO GUIDE, LLC is an SEC-registered investment adviser in SEAL BEACH, CA, registered since 2024. The firm manages approximately $201 million in...

MY PORTFOLIO GUIDE, LLC

MY PORTFOLIO GUIDE, LLC is an SEC-registered investment adviser in SEAL BEACH, CA, registered since 2024. The firm manages approximately $201 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

City

Seal Beach, California

Frequently asked questions

Who runs investment decisions at MY PORTFOLIO GUIDE, LLC?

Public records do not name any principals or investment committee members for the firm, so decision-making authority is unclear. The firm is registered as an RIA, which typically requires a designated Chief Compliance Officer and investment advisors, but no individuals are publically associated with the entity.

Is MY PORTFOLIO GUIDE, LLC a single family office or multi-family office?

The firm's legal structure and registration as an RIA and multi-family office indicate it serves multiple families rather than a single family. It likely operates as a fee-based advisory practice providing portfolio guidance.

What investment stages does MY PORTFOLIO GUIDE, LLC typically target?

No public information exists on the firm's stage preferences. As an RIA focused on portfolio guidance, it may invest across liquid public markets and alternative assets rather than early-stage private deals, but this is speculative.

Does MY PORTFOLIO GUIDE, LLC maintain any philanthropic structures?

There is no public record of any affiliated foundation, donor-advised fund, or charitable vehicle associated with this firm. If such structures exist, they have not been disclosed.

What is MY PORTFOLIO GUIDE, LLC's known posture on co-investments alongside external GPs?

The firm has not publicly stated a stance on co-investments. Given its registered status, it may facilitate co-investments for clients if aligned with portfolio objectives, but this is not confirmed by any source.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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