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PORTLAND HILL ASSET MANAGEMENT LIMITED

LONDON, United Kingdom · CRD 269880 · IAPD ↗ · portlandhill.com · 44 203 890 9288

$158.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2026 — PORTLAND HILL ASSET MANAGEMENT LIMITED (LONDON, United Kingdom) left the SEC roster (was $158.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
20
November 2024 — PORTLAND HILL ASSET MANAGEMENT LIMITED added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
August 2024 — PORTLAND HILL ASSET MANAGEMENT LIMITED now reports custody of client assets ($63.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
20
April 2024 — PORTLAND HILL ASSET MANAGEMENT LIMITED shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.