Asset manager · North Brunswick, NJ
Portfolio Advisory Partners
Portfolio Advisory Partners LLC · SEC-registered investment adviser · CRD 336215 · SEC 801-135332
At a glance
Portfolio Advisory Partners is an SEC-registered investment adviser based in North Brunswick, New Jersey, with $0 in regulatory assets under management as of its Form ADV filed September 17, 2026. By Form ADV it is a asset manager, ranked 2,797th of 3,218 asset managers and 16,782nd of 17,210 SEC-registered advisers by assets.
Main office 917-412-0732portfolioadvisorypartners.comAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,797 of 3,218
- Rank among all SEC RIAs
- #16,782 of 17,210
- Rank in New Jersey
- #379 of 392
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- Olusola OjeladeChief Executive Officer, Chief Compliance Officer
Custody and brokerage
Custodian
Portfolio Advisory Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Disciplinary disclosures
Portfolio Advisory Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗portfolioadvisorypartners.com ↗
AtlasMembers
The full record on Portfolio Advisory Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Portfolio Advisory Partners manage?
Portfolio Advisory Partners reports $0 in regulatory assets under management, on its Form ADV filed September 17, 2026.
What kind of firm is Portfolio Advisory Partners?
Portfolio Advisory Partners is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Does Portfolio Advisory Partners have any disciplinary history?
Portfolio Advisory Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Portfolio Advisory Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →