Private Portfolio, Inc.
- Regulatory AUM
- $50.0M
- Discretionary
- $50.0M
- Clients
- 37
- Avg AUM / client
- $1.4M
- Accounts
- 37
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $5.0M | 10.0% |
| High net worth individuals | 27 | $45.0M | 90.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Barba | President, Sole Owner | Jun 1994 (32y) | 75% or more | |
| Eduardo P Tovar | Vice President, Chief Compliance Officer | Jul 2002 (24y) | Less than 5% | |
| Paul Eduardo Muller | Registered representative | May 2007 (19y) | ||
| Hermann Schott Vonbertrab | Registered representative | Jul 2009 (17y) | ||
| William Charles Greenwald | Registered representative | Jul 2022 (4y) | ||
| Ricardo De La Garza Emerich | Registered representative | Nov 2022 (4y) | ||
| Grant Corydon Barba | Registered representative | Nov 2023 (3y) | ||
| Ricardo Llanos | Registered representative | Aug 2024 (2y) | ||
| Ruben Ramirez Morfin | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vonbertrab, Hermann Schott | Vice President | Jun 1998 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗