# Private Portfolio of San Diego

Private Portfolio of San Diego is a RIA based in La Jolla, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 36644
- **SEC file number:** 801-69346
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/36644

## About

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.

## People

- 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

## 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.

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Last updated: 2026-08-11T15:07:49.000Z

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