MACROFOCUS PORTFOLIOS

VERNER, EDWARD ANTHONY Legal Name

Adviser information for MACROFOCUS PORTFOLIOS last updated from Form ADV on March 15th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Sole Proprietorship
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4 $1.1M
Non-Discretionary 0 $0
Total 4 $1.1M

Clients

Type Number RAUM
Individuals <5 $1.1M
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPORTFOLIO MANAGEMENT ADVICE
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-70564
SEC ERA File Number 801-70564
SEC CIK Numbers None
SEC CRD Numbers 151335
Legal Entity Identifier None

Principal Office

5520 E VISTA DEL ESTE
ANAHEIM
CA
United States
Monday - Friday, 9AM TO 5PM
Tel: 310-309-0678, Fax: None

Chief Compliance Officer

EDWARD VERNER
5520 E VISTA DEL ESTE
ANAHEIM
CA
United States
Tel: 310-309-0678
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VERNER, EDWARD, ANTHONY Individual CHIEF COMPLIANCE OFFICER 08/2009 > 75%

No. Employees, Historic

1050202020212022202320241 on 3/25/20201 on 6/3/20201 on 3/6/20211 on 3/28/20221 on 3/15/2023

RAUM, Historic

2M1M020202021202220232024871269 on 3/25/2020871269 on 6/3/2020878930 on 3/6/2021900851 on 3/28/20221108805 on 3/15/2023