PORTFOLIO STRATEGIES INC NY
SEC file number 801-45798
· MONTVALE, NJ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$723.7M
Discretionary AUM
$723.7M
Employees
8
Clients
—
Firm
- Address
- 180 SUMMIT AVENUE
MONTVALE, NJ 07645 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- TAP Fund, Ltd. - TAP Strategy Portfolio Medium name-match confidence · CIK 1483676 · NY
- SRA Diversified Strategies Portfolio LP Medium name-match confidence · CIK 1416817 · NY
- Portfolio Advisors Credit Strategies Fund, L.P. Medium name-match confidence · CIK 1572947 · CT
- ABS Japan Strategic Portfolio, LP Medium name-match confidence · CIK 1860711 · CT
- Multi-Strategy Portfolio PPL Ltd Medium name-match confidence · CIK 1684312 · NY
- Multi-Strategy Portfolio XV Ltd Medium name-match confidence · CIK 1911522 · NY
- AIMS/NJ Multi-Strategy Portfolio LLC Medium name-match confidence · CIK 1375637 · NY
- SRA Diversified Strategies Portfolio (E&F) SPC Medium name-match confidence · CIK 1424675 · NY
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TAP Fund, Ltd. - TAP Strategy Portfolio · D/A · Jul 29, 2026
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SRA Diversified Strategies Portfolio (E&F) SPC · D/A · Jul 2, 2026
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SRA Diversified Strategies Portfolio LP · D/A · Jul 2, 2026
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Multi-Strategy Portfolio PPL Ltd · D · May 8, 2026
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AIMS/NJ Multi-Strategy Portfolio LLC · D · Apr 21, 2026
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Multi-Strategy Portfolio XV Ltd · D · Mar 4, 2026
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ABS Japan Strategic Portfolio, LP · D · Oct 29, 2025
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Portfolio Advisors Credit Strategies Fund, L.P. · D · Jul 29, 2025
-
TAP Fund, Ltd. - TAP Strategy Portfolio · D · Jul 29, 2025
-
SRA Diversified Strategies Portfolio (E&F) SPC · D · Jul 2, 2025
-
SRA Diversified Strategies Portfolio LP · D · Jul 2, 2025
-
Multi-Strategy Portfolio PPL Ltd · D · Apr 23, 2025
-
AIMS/NJ Multi-Strategy Portfolio LLC · D · Apr 16, 2025
-
Multi-Strategy Portfolio XV Ltd · D · Feb 10, 2025