Multi-Family OfficeRIA · CRD 318127SEC-Registered

Updated:

Portfolio Design Labs

PORTFOLIO DESIGN LABS, LLC is an SEC-registered investment adviser in ENCINO, CA, registered since 2023.

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. It has 5 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate 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.

Is Portfolio Design Labs structured as a single family office or does it serve multiple families?

Portfolio Design Labs operates as a multi-family office, serving more than one family. This structure allows client families to pool resources for investment access while maintaining separate custodied portfolios. The exact number of families served has not been publicly disclosed.

Does Portfolio Design Labs participate in fund commitments or only direct deals?

The firm's investment strategy spans both fund commitments and direct co-investment opportunities. Multi-family offices using a portfolio-design framework typically maintain a core of primary fund allocations across private equity and venture capital, augmented by direct co-investments where the underlying manager offers them, though exact allocations are not publicly reported.

What investment stages does Portfolio Design Labs typically target?

Public records do not confirm the firm's stage preferences. Multi-family offices that emphasize portfolio construction tend to ladder exposure across venture capital, growth equity, and buyout, matching allocation weights to each family's liquidity constraints and return targets. The specific stage mix at Portfolio Design Labs remains undisclosed.

Where does the underlying wealth of the client families come from?

The wealth origins of the families served by Portfolio Design Labs have not been publicly disclosed. Multi-family offices often serve families with liquidity from corporate exits, real estate holdings, or inherited estates, but no attribution has been made public in this case.

Does Portfolio Design Labs maintain philanthropic structures, and how are they separated?

No philanthropic foundation or donor-advised fund entity under common control with Portfolio Design Labs has been identified in public filings. Family offices at this scale often integrate charitable planning as an advisory service rather than a separate entity, but this is unconfirmed 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.

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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