Successful Portfolios
Asset Manager SEC-registered adviser
Legal name: Successful Portfolios LLC
AUM
$281.5M
Regulatory AUM
Private funds
3
Other 3
Private fund assets
$8.3M
Gross asset value
Employees
3
Last Form D raise
—
From SEC Form ADV filing (filed Mar 27, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
H
Managing Member, President, Chief Executive Officer, Chief Compliance Officer
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Evans Cook LLC | Other | $4.9M | — | — | — | |
| Barrett Evans Capital 1 | Other | $2.9M | — | — | — | |
| Barrett Evans Capital 2 | Other | $426K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 152429
- SEC file number
- 801-80702
Sources
- SEC Form ADV Oct 14, 2026