1ST PORTFOLIO, INC.
SEC file number 801-78288
· VIENNA, VA
https://1stportfoliowealth.com ↗
(name-match guess, not verified)
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
$152.7M
Discretionary AUM
$125.7M
Employees
6
Clients
171
Firm
- Address
- 8300 BOONE BLVD
VIENNA, VA 22182 - Phone
- —
- Website
- https://1stportfoliowealth.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- PORTFOLIO CAPITAL FUND, LLC Medium name-match confidence · CIK 1753938 · CA
- WGC Portfolio Fund LLC Medium name-match confidence · CIK 2140120 · CA
- KW Portfolio Fund I, LLC Medium name-match confidence · CIK 2079087 · FL
- CP NNN Portfolio 1, LLC Medium name-match confidence · CIK 2131097 · NC
- DVS Portfolio I LP Medium name-match confidence · CIK 2078219 · DC
- Lion Capital Portfolio I, LLC Medium name-match confidence · CIK 2024060 · OH
- AIREX Portfolio 10 DST Medium name-match confidence · CIK 2088595 · CO
- AIREX Portfolio 11 DST Medium name-match confidence · CIK 2129379 · CO
- AIREX Portfolio 12 DST Medium name-match confidence · CIK 2159404 · CO
- Midwest Portfolio 8 LLC Medium name-match confidence · CIK 2071275 · NE
- Boston Partners Portfolio Trust Medium name-match confidence · CIK 1396803 · MA
- BPRE Portfolio A, LLC Medium name-match confidence · CIK 2141039 · WI
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AIREX Portfolio 12 DST · D · Oct 14, 2026$501.6M
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AIREX Portfolio 10 DST · D/A · Sep 30, 2026$223.9M
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Boston Partners Portfolio Trust · D/A · Sep 18, 2026
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BPRE Portfolio A, LLC · D · Jun 17, 2026$2.2M
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WGC Portfolio Fund LLC · D · Jun 15, 2026$3.8M
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CP NNN Portfolio 1, LLC · D · May 27, 2026$7M
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AIREX Portfolio 11 DST · D · Apr 13, 2026$459.3M
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AIREX Portfolio 10 DST · D · Mar 11, 2026$246.7M
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AIREX Portfolio 10 DST · D · Jan 20, 2026$246.7M
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AIREX Portfolio 10 DST · D · Oct 7, 2025$246.7M
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Boston Partners Portfolio Trust · D · Sep 19, 2025
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KW Portfolio Fund I, LLC · D · Sep 5, 2025$3.7M
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DVS Portfolio I LP · D · Aug 19, 2025$5M
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KW Portfolio Fund I, LLC · D · Aug 15, 2025$3.7M
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PORTFOLIO CAPITAL FUND, LLC · D · Jul 10, 2025$100M
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Midwest Portfolio 8 LLC · D · Jun 4, 2025$6M