Portfolia, Inc. at 3 E Third Ave STE 200, San Mateo, Ca 94401 lists Patricia Costello of San Mateo, CA as the associate.
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Patricia Costello
Individual Agent
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3 E THIRD AVE STE 200, SAN MATEO, CA 94401
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Patricia Costello
CEO
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3 E THIRD AVE STE 200, SAN MATEO, CA 94401
(View Past Addresses)
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Patricia Costello
Chief Financial Officer
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3 E THIRD AVE STE 200, SAN MATEO, CA 94401
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Patricia Costello
Secretary
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3 E THIRD AVE STE 200, SAN MATEO, CA 94401
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3 E THIRD AVE STE 200, SAN MATEO, CA 94401
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePORTFOLIA 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$132,157 / $189,433 | 2023 | PORTFOLIA 401(K) PLAN - Plan #001 | 9 / 10 | $132,157 / $189,433 |
| 2022 | Plan NamePORTFOLIA 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$90,851 / $132,157 | 2022 | PORTFOLIA 401(K) PLAN - Plan #001 | 9 / 9 | $90,851 / $132,157 |
| 2021 | Plan NamePORTFOLIA 401(K) PLAN Plan #001 Participants BOY/EOY4 / 9 Assets BOY/EOY$0 / $90,851 | 2021 | PORTFOLIA 401(K) PLAN - Plan #001 | 4 / 9 | $0 / $90,851 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$125,325 Forgiven$126,644 LenderCadence Bank Jobs7 | 04/29/2020 | $125,325 | $126,644 | Cadence Bank | 7 |
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Portfolia Capital Management, Inc.
Registered in Florida
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Charlotte, NC | View Report | |
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Portfolia Inc
Registered in New Hampshire
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San Mateo, CA | View Report |
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Alpaca Crypto LLC
Registered in Vermont
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San Mateo, CA | View Report | |
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Alpaca Crypto LLC
Registered in Massachusetts
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San Mateo, CA | View Report | |
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Big O Labs LLC
Registered in California
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San Mateo, CA | View Report | |
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Cosbe Incorporated
Registered in California
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Sacramento, CA San Mateo, CA | View Report | |
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Masterful Construction Inc
Registered in California
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San Mateo, CA | View Report | |
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Portfolia 2023 Spv 1, LLC
Registered in California
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Las Vegas, NV San Mateo, CA | View Report | |
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Portfolia 2023 Spv 2, LLC
Registered in California
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San Mateo, CA | View Report | |
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Portfolia Active Aging Fund II LLC
Registered in California
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Las Vegas, NV San Mateo, CA (1 more) | View Report | |
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Portfolia Food & Agtech Fund, LLC
Registered in California
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San Mateo, CA | View Report | |
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Portfolia Madison Reed Spv, LLC
Registered in California
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Las Vegas, NV San Mateo, CA (1 more) | View Report | |
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Alpaca Crypto LLC
Registered in Kansas
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San Mateo, CA Topeka, KS | View Report | |
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Narvar, Inc.
Registered in Montana
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Missoula, MT San Mateo, CA | View Report | |
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Narvar, Inc.
Registered in Alabama
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Montgomery, AL San Mateo, CA | View Report | |
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Narvar, Inc.
Registered in New Hampshire
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San Mateo, CA | View Report | |
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Coasthawk LLC
Registered in California
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San Mateo, CA | View Report | |
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Dethrone LLC
Registered in California
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San Mateo, CA | View Report | |
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Moons of Mars, LLC
Registered in California
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San Mateo, CA | View Report | |
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Nachoria Delivery LLC
Registered in California
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San Mateo, CA | View Report | |
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Usr Studio, LLC
Registered in California
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San Mateo, CA | View Report |
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8flow Inc.
Registered in California
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San Mateo, CA Wilmington, DE (1 more) | View Report | |
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Deep Labs, Inc.
Registered in California
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San Mateo, CA San Francisco, CA | View Report | |
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Golden State Advisors, LLC
Registered in California
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San Mateo, CA | View Report | |
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Harbour Capital, LLC
Registered in California
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Burlingame, CA Hillsborough, CA (1 more) | View Report | |
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Hic Holdings LLC
Registered in California
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San Mateo, CA | View Report | |
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Portfolia 2022 Spv 4 LLC
Registered in California
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San Mateo, CA | View Report | |
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Portfolia 2022 Spv 5 LLC
Registered in California
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Las Vegas, NV San Mateo, CA (1 more) | View Report | |
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Portfolia 2023 Spv 3, LLC
Registered in California
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San Mateo, CA | View Report | |
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Portfolia Femtech Fund, LLC
Registered in California
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San Mateo, CA | View Report | |
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Portfolia Firststep Fund, LLC
Registered in California
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Las Vegas, NV San Mateo, CA (1 more) | View Report | |
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Portfolia Rising America Fund III, LLC
Registered in California
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Las Vegas, NV San Mateo, CA | View Report | |
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Rising Tide Managing Member, LLC
Registered in California
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San Mateo, CA | View Report | |
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The Fox Law Practice, P.C.
Registered in California
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San Mateo, CA Burlingame, CA | View Report | |
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Portfolia Investment 1 LLC
Registered in California
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Las Vegas, NV San Mateo, CA (2 more) | View Report | |
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Global Investment Science, LLC
Registered in California
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San Francisco, CA San Mateo, CA | View Report | |
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Kitty Group, Inc.
Registered in California
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San Mateo, CA | View Report |
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Portfolia Athena Spv, LLC
Registered in California
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Las Vegas, NV San Mateo, CA (1 more) | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration