Sonenshine, Michael, Adam

Ownership stakes

• Portia Investment Advisors Ltd
  Managing Member · 75% or more · Jul 2024
• Symfonie Capital, Ltd
  Member / Managing Director · 75% or more · Mar 2024
• Markitlend Investment Advisors Llc
  Chief Compliance Officer · 50% – 75% · Mar 2017

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗