Trustee · Port Street Investments, LLC
Richard E. Eusey
CRD 2513775 · Named on Form ADV at one SEC-registered adviser
At a glance
Port Street Investments, LLC, an SEC-registered asset manager based in Newport Beach, CA with $174 million in regulatory assets, lists Richard E. Eusey on its Form ADV as Trustee, a control person.
Firms and roles
- Port Street Investments, LLCTrusteeAsset manager · Newport Beach, CA · $174M in regulatory assets
AtlasMembers
Richard’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
- Locked
- 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
- Graham B. PierceChief Executive Officer, Port Street Investments, LLC
- Catherine G. PrenticeChief Compliance Officer, Port Street Investments, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.