PORTFOLIO EVALUATIONS, INC.
SEC file number 801-70015
· WARREN, 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
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Discretionary AUM
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Employees
45
Clients
234
Firm
- Address
- 15 INDEPENDENCE BOULEVARD
WARREN, NJ 07059 - Phone
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- Website
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- 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)
- PORTFOLIO CAPITAL FUND, LLC Medium name-match confidence · CIK 1753938 · CA
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PORTFOLIO CAPITAL FUND, LLC · D · Jul 10, 2025$100M