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Fund Manager

Successful Portfolios

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Successful Portfolios

Fund Manager

Primary Strategy: Other

Year Founded: 2010

Number of Employees: 3

Ownership: Privately Held

Year End: December

Description

Successful Portfolios LLC is an independent SEC Registered Investment Advisor helping clients plan and manage separate accounts at Interactive Brokers and Charles Schwab. Established in 2010, we currently serve over 150 clients with over $240,000,000 in assets under management. Our areas of expertise include portfolio management, identifying investment opportunities, and retirement income planni

Contact

Website: Link to website

LinkedIn: linkedin.com/company/successfulportfolios

Address

611 Druid Road East, Suite 407, Clearwater, Florida, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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