{
  "crd_number": 290346,
  "slug": "portola-springs-capital-management-llc-huntington-beach-ca-290346",
  "primary_business_name": "PORTOLA SPRINGS CAPITAL MANAGEMENT, LLC",
  "legal_name": "PORTOLA SPRINGS CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Huntington Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/portola-springs-capital",
    "https://portolaspringscapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290346",
  "city_as_filed": "HUNTINGTON BEACH",
  "url": "https://advisorcensus.com/firm/portola-springs-capital-management-llc-huntington-beach-ca-290346",
  "display_name": "Portola Springs Capital Management, LLC",
  "summary": "Portola Springs Capital Management, LLC is an exempt reporting adviser in Huntington Beach, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Portola Springs Capital Management, LLC (CRD 290346): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Portola Springs Capital Management, LLC located?",
      "a": "Portola Springs Capital Management, LLC's principal office is in Huntington Beach, CA, according to its Form ADV."
    },
    {
      "q": "How does Portola Springs Capital Management, LLC report to regulators?",
      "a": "Portola Springs Capital Management, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 290346."
    },
    {
      "q": "Does Portola Springs Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/290346"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portola-springs-capital-management-llc-huntington-beach-ca-290346.md",
  "clients": [],
  "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/290346",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}