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PORTFOLIO DESIGN LABS, LLC
CRD 318127File 801-127598
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 426 | 357 | decreased by69 |
| Apr 1, 2026 | AUM | $501,818,485 | $624,940,280 | increased by$123,121,795 |
| Apr 1, 2026 | Accounts | 481 | 593 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 66 | 426 | increased by360 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $55,117,912 | $501,818,485 | increased by$446,700,573 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 85 | 481 | increased by396 |
| Oct 1, 2022 | Clients | 37 | 66 | increased by29 |
| Oct 1, 2022 | AUM | $26,238,940 | $55,117,912 | increased by$28,878,972 |
| Oct 1, 2022 | Accounts | 37 | 85 | increased by48 |
| Aug 1, 2022 | Clients | 30 | 37 | increased by7 |
| Aug 1, 2022 | AUM | $19,293,273 | $26,238,940 | increased by$6,945,667 |
| Aug 1, 2022 | Accounts | 25 | 37 | increased by12 |
| Jul 1, 2022 | Employees | 1 | 4 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTFOLIO DESIGN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTFOLIO DESIGN” may also match similarly-named firms). Confirm identity against each filing.
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.