# Portage Capital Management LLC

> Portage Capital Management LLC is a state-registered investment advisory firm in Rolling Hills Estates, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 299015
- Filed as: PORTAGE CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rolling Hills Estates, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299015
- AdvisorCensus page: https://advisorcensus.com/firm/portage-capital-management-llc-rolling-hills-estates-ca-299015

## Quick answers

**How is Portage Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Portage Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portage Capital Management LLC located?**
Portage Capital Management LLC's principal office is in Rolling Hills Estates, CA, according to its Form ADV.

**Is Portage Capital Management LLC registered with the SEC or a state?**
Portage Capital Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 299015.

**How much does Portage Capital Management LLC manage?**
Portage Capital Management LLC reports $26,700,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Portage Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); pooled investment vehicles (other than investment companies and business development companies) (1); charitable organizations (1).

**Does Portage Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299015

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $26,700,000
- Discretionary: $26,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $19,200,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,500,000 |
| Charitable organizations | 1 | $3,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- portagecapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portage Capital Management LLC (CRD 299015): Form ADV filing data as of October 2026.