PRIVATE PORTFOLIO PARTNERS LLC

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Private Portfolio Partners is based out of Paramus. Private Portfolio Partners is a large advisory firm with 1025 clients and discretionary assets under management (AUM) of $487,007,258 (Form ADV from 2019-01-14). Their last reported 13F filing for Q4 2018 included $162,178,000 in managed 13F securities and a top 10 holdings concentration of 30.9%. Private Portfolio Partners's largest holding is Vanguard Value ETF with shares held of 108,215. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.42%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PRIVATE PORTFOLIO PARTNERS, LLC
461 FROM ROAD SUITE 385
PARAMUS NJ    07652
Country: United States

Business Phone: 201-939-6644
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 30
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1025
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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PRIVATE PORTFOLIO PARTNERS, LLC

ownership team - last updated 2018-12-05
Name Title Start Date Direct/Indirect % Ownership
DRAGOTTA, RICHARD, GASPARE MANAGING DIRECTOR 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
PRIVATE PORTFOLIO PARTNERS, LLC MANAGING DIRECTOR direct 2012-09-01
PRIVATE PORTFOLIO PARTNERS, LLC CHIEF COMPLIANCE OFFICER MANAGING DIRECTOR direct 2012-09-01
GLADSTONE INSTITUTIONAL ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
SLOMIN, ROBERT, PAUL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANNEY MONTGOMERY SCOTT LLC ROSFP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP, CROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC CCO-INVESTMENT ADVISORY direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC VP, CCO-INVESTMENT ADVISORY AND ROSFP direct 2006-01-01
SUMMIT EQUITIES, INC. CHIEF COMPLIANCE OFFICER direct 2015-09-01
SUMMIT EQUITIES, INC. CCO direct 2015-09-01
SUMMIT FINANCIAL RESOURCES INC CHIEF COMPLIANCE OFFICER direct 2015-09-01
JANNEY CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY direct 2014-07-01
PRIVATE PORTFOLIO PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLADSTONE INSTITUTIONAL ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01

PRIVATE PORTFOLIO PARTNERS, LLC

ownership team - last updated 2018-05-17
Name Title Start Date Direct/Indirect % Ownership
DRAGOTTA, RICHARD, GASPARE MANAGING DIRECTOR 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
PRIVATE PORTFOLIO PARTNERS, LLC MANAGING DIRECTOR direct 2012-09-01
PRIVATE PORTFOLIO PARTNERS, LLC CHIEF COMPLIANCE OFFICER MANAGING DIRECTOR direct 2012-09-01
GLADSTONE INSTITUTIONAL ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
SLOMIN, ROBERT, PAUL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANNEY MONTGOMERY SCOTT LLC ROSFP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP, CROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC CCO-INVESTMENT ADVISORY direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC VP, CCO-INVESTMENT ADVISORY AND ROSFP direct 2006-01-01
SUMMIT EQUITIES, INC. CHIEF COMPLIANCE OFFICER direct 2015-09-01
SUMMIT EQUITIES, INC. CCO direct 2015-09-01
SUMMIT FINANCIAL RESOURCES INC CHIEF COMPLIANCE OFFICER direct 2015-09-01
JANNEY CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY direct 2014-07-01
PRIVATE PORTFOLIO PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLADSTONE INSTITUTIONAL ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01

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