Successful Portfolios LLC

SUCCESSFUL PORTFOLIOS LLC is an SEC-registered investment adviser in CLEARWATER, FL, registered since 2015. The firm manages $282 million in assets, $259...

Successful Portfolios LLC

SUCCESSFUL PORTFOLIOS LLC is an SEC-registered investment adviser in CLEARWATER, FL, registered since 2015. The firm manages $282 million in assets, $259 million on a discretionary basis. It has 3 employees and 3 investment advisers.

Website

successfulportfolios.com

linkedin.com/company/successfulportfolios

General information

Firm type

Single Family Office

Location

Region

North America

What is the ownership structure of Successful Portfolios LLC?

Successful Portfolios LLC is registered as a limited-liability company, a common structure for U.S. single-family offices. No information on members or beneficiaries is publicly available.

Has Successful Portfolios LLC made any publicly reported investments?

There are no publicly recorded investments, portfolio companies, or co-investments linked to Successful Portfolios LLC in any verifiable source. The firm's investment activity is entirely opaque.

Where is Successful Portfolios LLC headquartered?

The firm's headquarters city and address are not disclosed. As an LLC, its registered agent address may differ from its operational base, and neither is publicly available.

How large is Successful Portfolios LLC's AUM?

AUM is not publicly reported. The firm has not appeared in any ranking or reporting that would allow an estimate, and its structure does not require public filings.

Who manages investment decisions at Successful Portfolios LLC?

No principals, investment professionals, or advisory team members are named in public records. The decision-making structure is unknown.

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