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Private Portfolio of San Diego
Private Portfolio is a team of independent financial advisers offering a personal approach to money management. They provide results-focused, customized advice...
Private Portfolio of San Diego
Private Portfolio is a team of independent financial advisers offering a personal approach to money management. They provide results-focused, customized advice and personal service to help clients grow and protect their assets. Their team's varied expertise and knowledge of international markets supports identifying new market opportunities, and they maintain a clearing relationship with BNY Pershing.
General information
Firm type
RIA
Year founded
1994
Location
Region
North America
Country
United States
City
La Jolla
Corporate office
San Diego, CA, United States
Principals
Eduardo Tovar
Daniel Barba
Hermann von Bertrab
Luis Mario Rodriguez
Paul Muller
Juan Dieguez
Frank Paiano
Hermann von Bertrab Jr.
Rodrigo Luque
Juan Pablo Alatorre
William Greenwald
Jose Luis Campdera
Ricardo Llanos
Christina Baker-Haro
Grant Barba
Ricardo de la Garza
Frequently asked questions
Does Private Portfolio of San Diego participate in fund commitments or only direct deals?
The firm's investment approach is not publicly documented. Single-family offices of this type commonly allocate to both fund commitments (private equity, venture capital, hedge funds) and direct investments (real estate, operating companies). Without public disclosure, the exact mix remains unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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