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Portfolio Management Technology CRD 106135
10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4630 Geary Blvd #304, San Francisco, CA 94118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
Branch Locations
4630 Geary Blvd Suite 304, San Francisco, CA 94118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Management Technology | San Francisco | CA | 02/1988 | Present |
| Fitech Asset Management, L.P. | San Francisco | CA | 06/1999 | Present |
| Fitech Domestic Partners, Llc | San Francisco | CA | 01/2000 | Present |
1) FITECH ASSET MANAGEMENT, L.P.; INVESTMENT ADVISOR;4630 GEARY BLVD,#304,SAN FRANCISCO, CA 94118;TITLE: MANAGING MEMBER SINCE JUNE 1999; 20 HOURS PER WEEK 2) FITECH DOMESTIC PARTNERS, LLC.; 4630 GEARY BLVD,#304,SAN FRANCISCO, CA 94118;TITLE: MANAGING MEMBER SINCE JANUARY 2000; 5 HOURS PER WEEK
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