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Portfolio Design Labs
PORTFOLIO DESIGN LABS, LLC is an SEC-registered investment adviser in ENCINO, CA, registered since 2023. The firm manages approximately $625 million in assets.
Overview
PORTFOLIO DESIGN LABS, LLC is an SEC-registered investment adviser in ENCINO, CA, registered since 2023. The firm manages approximately $625 million in assets. It has 5 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Portfolio Design Labs?
The principals and investment committee members at Portfolio Design Labs have not been publicly identified in available records. Multi-family offices of this profile often operate with a small investment team where a founder or managing partner holds final decision-making authority, but this cannot be confirmed for the firm.
What is Portfolio Design Labs' known posture on co-investments alongside external GPs?
The firm's specific co-investment approach has not been publicly detailed. Structurally, multi-family offices that emphasize bespoke portfolio design often negotiate co-investment rights as part of their primary fund commitments, allowing families to deploy additional capital into specific assets with reduced fee drag, though this has not been confirmed for Portfolio Design Labs.
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