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Executive Vice President Capital Formations · Shorenstein Investment Advisers LLC

Mark E. Portner

CRD 2305107 · Named on Form ADV at one SEC-registered adviser

At a glance

Shorenstein Investment Advisers LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $788 million in regulatory assets, lists Mark E. Portner on its Form ADV as Executive Vice President Capital Formations, a control person.

Firms and roles

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brandon J. ShorensteinChairman and Chief Executive Officer, Shorenstein Investment Advisers LLC
  • Charles W. MaletPresident and Chief Investments Officer, Shorenstein Investment Advisers LLC
  • Lisa D. LindChief Compliance Officer, Shorenstein Investment Advisers LLC
  • Ashia A. DerksenChief Financial Officer, Shorenstein Investment Advisers LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.