# Portsea Investments, Inc.

> Portsea Investments, Inc. is a state-registered investment advisory firm in Louisville, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 290898
- Filed as: PORTSEA INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Louisville, CO
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290898
- AdvisorCensus page: https://advisorcensus.com/firm/portsea-investments-inc-louisville-co-290898

## Quick answers

**How is Portsea Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Portsea Investments, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Portsea Investments, Inc. located?**
Portsea Investments, Inc.'s principal office is in Louisville, CO, according to its Form ADV.

**Is Portsea Investments, Inc. registered with the SEC or a state?**
Portsea Investments, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290898.

**How much does Portsea Investments, Inc. manage?**
Portsea Investments, Inc. reports $91,992,393 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Portsea Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (3).

**Does Portsea Investments, Inc. 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/290898

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $91,992,393
- Discretionary: $91,992,393
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,461,127 |
| High net worth individuals | 21 | $90,531,266 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portsea Investments, Inc. (CRD 290898): Form ADV filing data as of October 2026.