Investment adviser · CRD 168679

O'CONNOR PORTFOLIO MANAGEMENT LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Feb 18, 2014

Regulatory AUM
$9.92M
Form ADV · Item 5.F
Client accounts
103
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Feb 18, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

201 E DAVIS BLVD
TAMPA, FL, 33606, United States

CRD 168679

Filing source

Form ADV 788589 · Feb 18, 2014 · 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.