# Private Portfolio of San Diego

> 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.

- CRD: 36644
- Filed as: PRIVATE PORTFOLIO OF SAN DIEGO
- Legal name: Private Portfolio, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/36644
- AdvisorCensus page: https://advisorcensus.com/firm/private-portfolio-of-san-diego-la-jolla-ca-36644

## Quick answers

**How is Private Portfolio of San Diego compensated?**
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.

**Where is Private Portfolio of San Diego located?**
Private Portfolio of San Diego's principal office is in La Jolla, CA, according to its Form ADV.

**Is Private Portfolio of San Diego registered with the SEC or a state?**
Private Portfolio of San Diego is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 36644.

**How much does Private Portfolio of San Diego manage?**
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).

**What types of clients does Private Portfolio of San Diego serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (10).

**Does Private Portfolio of San Diego report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,000,000
- Discretionary: $50,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,000,000 |
| High net worth individuals | 27 | $45,000,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 19 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/36644

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Portfolio of San Diego (CRD 36644): Form ADV filing data as of October 2026.