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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 15, 2017
    • $428.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7
      Accounts
    • $61.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Portaledge, LLC -- --

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    David Young-Jae Kim Portfolio Manager, Managing Member February, 2013 75% or more
    Christine Janie Lay Member February, 2013 less than 5%
    Brian Jin-An Tsai Chief Financial Officer, Chief Operating Officer And Chief Compliance Officer September, 2014 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees
      • Other