Investment adviser · CRD 336215
PORTFOLIO ADVISORY PARTNERS
Investment adviser filing (IA)
PORTFOLIO ADVISORY PARTNERS LLC
NORTH BRUNSWICK, NJ, United States · Form ADV filed Sep 17, 2026
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | Not reported | Not reported |
| High-net-worth individuals | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2133172 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Fixed
Principal office
32 SASSAFRAS COURTNORTH BRUNSWICK, NJ, 08902, United States
CRD 336215
Filing source
Form ADV 2133172 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.