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PORTFOLIO DESIGN LABS, LLC
CRD 318127File 801-127598
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$624.9M
Above cohort median (national)
Discretionary AUM
$624.9M
Clients
357
593 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 6, 2023
- Principal office
- 15760 VENTURA BLVD, SUITE 1700, ENCINO, CA, 91436
- Phone
- 310-755-0411
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $624.9M
- Discretionary AUM
- $624.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 593
- Non-discretionary accounts
- 0
- Total accounts
- 593
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $64.4M |
| High net worth individuals | 97 | $327.1M |
| Pension and profit sharing plans | 9 | $13.3M |
| Individuals (other than high net worth individuals) | 249 | $220.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.