AdvisorCensus / Financial advisors / New York / New York / Portfolio Advisory Partners
Portfolio Advisory Partners
Filed as PORTFOLIO ADVISORY PARTNERS · Legal name Portfolio Advisory Partners LLC
Portfolio Advisory Partners is an SEC-registered investment advisory firm in North Brunswick, NJ, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Portfolio Advisory Partners compensated?
On its Form ADV (Item 5.E, October 2026), Portfolio Advisory Partners reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Portfolio Advisory Partners located?
Portfolio Advisory Partners' principal office is in North Brunswick, NJ, according to its Form ADV.
Is Portfolio Advisory Partners registered with the SEC or a state?
Portfolio Advisory Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336215.
Does Portfolio Advisory Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336215
What changed in Portfolio Advisory Partners' recent Form ADV filings?
In the October 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Portfolio Advisory Partners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Portfolio Advisory Partners (CRD 336215): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/portfolio-advisory-partners-north-brunswick-nj-336215