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Porter Orlin LLC (New York)


Porter Orlin LLC is a large advisory firm based in New York. It manages $2.45 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and New York.

Porter Orlin provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Porter Orlin: assets under management

The assets under management (AUM) of Porter Orlin LLC is $2.45 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12820% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.45 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.76 million each.
Porter Orlin has custody of $1.41 billion in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Porter Orlin LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Porter Orlin LLC performs its advisory services is located at 666 Fifth Avenue, Suite 3403, New York, NY 10103, which is also the mailing address of the firm. An additional office of the firm is in San Ramon, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-484-5000 or by fax 212-484-5020. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.


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