Key facts
- SUCCESSFUL PORTFOLIOS LLC is a other based in CLEARWATER, FL.
- SUCCESSFUL PORTFOLIOS LLC reports $14.5M in regulatory assets under management across 3 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 152429- Regulatory AUM
- $14.5M
- Private fund assets
- $8.3M
- Private funds
- 3 · 3 other
- Staff
- 3
- Registered office
- CLEARWATER, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SUCCESSFUL PORTFOLIOS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SUCCESSFUL PORTFOLIOS LLC's AUM?
- SUCCESSFUL PORTFOLIOS LLC manages approximately $14.5M in assets.