Overview

Portview Partners is an RIA that provides independent research to long/short equity hedge funds and institutional investors as well as manages separately managed accounts for HNW individuals and family offices. After formerly managing ~$150MM is AUM for a publicly-traded insurance company (that has recently been sold), the founder of Portview seeks to partner/buy an RIA with an existing client base that would benefit from our very good track record of investment results.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...