Portola Partners Group LLC

Menlo Park, CA

California

Registered In

08/06/2019

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Portola Partners Group LLC at 1550 El Camino Real STE 200, Menlo Park, Ca 94025 lists Ci Private Wealth, Llc of Miami, FL as the associate.

United Agent Group Inc. Registered 1505 Agent	7801 FOLSOM BLVD # 202, SACRAMENTO, CA 95826 (View Past Addresses)
Ci Private Wealth, Llc Manager	2 S BISCAYNE BLVD STE 1480, MIAMI, FL 33131

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1550 EL CAMINO REAL STE 200, MENLO PARK, CA 94025 View Map

Form 5500

1550 El Camino Real, Suite 200, Menlo Park, Ca 94025 (650) 289-1114 EIN:84-2626015 Plan Admin:Erisa Fiduciary Services, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NamePORTOLA PARTNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY29 / 28 Assets BOY/EOY$5,541,003 / $101,753	2021	PORTOLA PARTNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	29 / 28	$5,541,003 / $101,753
2020	Plan NamePORTOLA PARTNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 29 Assets BOY/EOY$0 / $5,541,003	2020	PORTOLA PARTNERS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	13 / 29	$0 / $5,541,003

Benefit & Retirement Plans based on Form 5500.

Person/Address Match:Ci Private Wealth Llc -

Ci Bowling Asset Management Registered in Ohio	Miami, FL	View Report
Ci Bowling Private Wealth Registered in Ohio	Miami, FL	View Report
Ci Brr Asset Management Registered in Ohio	Miami, FL	View Report
Ci Brr Private Wealth Registered in Ohio	Miami, FL	View Report
Ci Segall Bryant & Hamill Asset Management Registered in Pennsylvania	Miami, FL	View Report
Ci Segall Bryant & Hamill Private Wealth Registered in Pennsylvania	Miami, FL	View Report
Mccutchen Group LLC Registered in Nevada	Las Vegas, NV	View Report
Corient Capital Partners, LLC Registered in California	Newport Beach, CA	View Report
Cpwm, LLC Registered in California	Seattle, WA	View Report
Dowling & Yahnke, LLC Registered in California	San Diego, CA	View Report

Address Match:1550 El Camino Real Ste 200 Menlo Park, CA

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Brf Aspen, LLC Registered in California	Menlo Park, CA	View Report
Portola Partners Group LLC Registered in Texas	Menlo Park, CA	View Report
Beck Family Investments LLC Registered in California	Menlo Park, CA San Francisco, CA	View Report
Beck Family Investments Lp Registered in California	Menlo Park, CA (1 more)	View Report
Portola Crest LLC Registered in California	Menlo Park, CA	View Report
The Spotlight Foundation Registered in California	Menlo Park, CA	View Report

Address Match:1550 El Camino Real Menlo Park, CA

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De Novo Ventures II (Q), L.P. Registered in California	Menlo Park, CA	View Report
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Deerfield Partners-Saratoga, a California Limited Partnership Registered in California	San Carlos, CA (1 more)	View Report
Robert E. Miller, a Professional Corporation Registered in California	Menlo Park, CA	View Report

Related Business Names:

Portola Partners Group LLC Registered in New York	Albany, NY		View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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