{
  "crd_number": 36644,
  "slug": "private-portfolio-of-san-diego-la-jolla-ca-36644",
  "primary_business_name": "PRIVATE PORTFOLIO OF SAN DIEGO",
  "legal_name": "PRIVATE PORTFOLIO, INC.",
  "dbas": [],
  "city": "La Jolla",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-04-03",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 50000000.0,
  "raum_discretionary": 50000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 19,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5000000.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 45000000.0,
      "count": 27
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "TX"
  ],
  "websites": [
    "https://privateportfolio.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/36644",
  "disclosure_items": [
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "LA JOLLA",
  "url": "https://advisorcensus.com/firm/private-portfolio-of-san-diego-la-jolla-ca-36644",
  "display_name": "Private Portfolio of San Diego",
  "summary": "Private Portfolio of San Diego is a state-registered investment advisory firm in La Jolla, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Private Portfolio of San Diego (CRD 36644): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Private Portfolio of San Diego compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Private Portfolio of San Diego reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Private Portfolio of San Diego located?",
      "a": "Private Portfolio of San Diego's principal office is in La Jolla, CA, according to its Form ADV."
    },
    {
      "q": "Is Private Portfolio of San Diego registered with the SEC or a state?",
      "a": "Private Portfolio of San Diego is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 36644."
    },
    {
      "q": "How much does Private Portfolio of San Diego manage?",
      "a": "Private Portfolio of San Diego reports $50,000,000 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Private Portfolio of San Diego serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (10)."
    },
    {
      "q": "Does Private Portfolio of San Diego report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/36644"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/private-portfolio-of-san-diego-la-jolla-ca-36644.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 45000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/36644",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}