{
  "crd_number": 342386,
  "slug": "portfolio-pov-san-francisco-ca-342386",
  "primary_business_name": "PORTFOLIO POV",
  "legal_name": "PORTFOLIO POINT OF VIEW LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-05-29",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://portfolio-pov.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342386",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386",
  "display_name": "Portfolio POV",
  "summary": "Portfolio POV is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Portfolio POV (CRD 342386): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Portfolio POV compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portfolio POV reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Portfolio POV charge?",
      "a": "Its Form ADV Part 2A brochure dated May 19, 2026 states: Subscription: $18 a month (Basic plan); Subscription: $180 a year (Basic plan); Subscription: $30 a month (Premium plan); Subscription: $300 a year (Premium plan). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Portfolio POV located?",
      "a": "Portfolio POV's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Portfolio POV registered with the SEC or a state?",
      "a": "Portfolio POV is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342386."
    },
    {
      "q": "Does Portfolio POV report any disciplinary disclosures?",
      "a": "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/342386"
    },
    {
      "q": "Does Portfolio POV state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 19, 2026 says: \"There is no minimum portfolio size or minimum investment required to use EF Portfolio's services.\""
    },
    {
      "q": "What changed in Portfolio POV's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its legal name from Efportfolio LLC to Portfolio Point of View LLC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its legal name from Efportfolio LLC to Portfolio Point of View LLC."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $18 a month (Basic plan)",
      "Subscription: $180 a year (Basic plan)",
      "Subscription: $30 a month (Premium plan)",
      "Subscription: $300 a year (Premium plan)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum portfolio size or minimum investment required to use EF Portfolio's services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $18 a month (Basic plan)"
        ],
        "quotes": [
          "Basic $18.00 / month $180.00 / year (save ~17%) On-demand analyses; stock, ETF, mutual fund, and crypto recommendations"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $180 a year (Basic plan)"
        ],
        "quotes": [
          "Basic $18.00 / month $180.00 / year (save ~17%) On-demand analyses; stock, ETF, mutual fund, and crypto recommendations"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $30 a month (Premium plan)"
        ],
        "quotes": [
          "Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $300 a year (Premium plan)"
        ],
        "quotes": [
          "Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 18.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Basic plan"
        },
        {
          "kind": "subscription",
          "amount": 180.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Basic plan"
        },
        {
          "kind": "subscription",
          "amount": 30.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Premium plan"
        },
        {
          "kind": "subscription",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Premium plan"
        }
      ]
    },
    "quotes": [
      "There is no minimum portfolio size or minimum investment required to use EF Portfolio's services.",
      "Basic $18.00 / month $180.00 / year (save ~17%) On-demand analyses; stock, ETF, mutual fund, and crypto recommendations",
      "Basic $18.00 / month $180.00 / year (save ~17%) On-demand analyses; stock, ETF, mutual fund, and crypto recommendations",
      "Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization",
      "Premium $30.00 / month $300.00 / year (save ~17%) All Basic features; unlimited simulations; advanced portfolio optimization"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portfolio-pov-san-francisco-ca-342386.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342386",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}