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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

PRIVATE PORTFOLIO OF SAN DIEGO

PRIVATE PORTFOLIO, INC., CRD 36644

LA JOLLA, CA

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Search this name across graphsid dfx:ria:4cf9b6cc-ea9e-036e-04f6-1c1c6b86b576

Data as of Jun 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 3
On other graphs: 1
Observed: Jan 23, 2012 to Jun 6, 2012
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Private Portfolio of San Diego

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $68.2MItem 5.F on the latest filing (2012-06-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $68.2M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $7.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 74
SEC number: 801-69346
CRD: 36644
Filings on the tape: 9
First filed: Jan 23, 2012
Latest filed: Jun 6, 2012
Organised: Corporation, California

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL BARBA	n/a	LA JOLLA, CA \| La Jolla, CA	20	33	n/a	yes
EDUARDO P TOVAR	n/a	LA JOLLA, CA \| La Jolla, CA	20	32	n/a	yes
PAUL EDUARDO MULLER	n/a	Montgomery, TX \| La Jolla, CA \| LA JOLLA, CA	19	31	n/a	yes
HERMANN SCHOTT VONBERTRAB	n/a	LA JOLLA, CA \| SAN ANTONIO, TX \| La Jolla, CA	17	39	n/a	yes
WILLIAM CHARLES GREENWALD	n/a	LA JOLLA, CA \| CHULA VISTA, CA \| La Jolla, CA	4	18	n/a	yes
RICARDO DE LA GARZA EMERICH	n/a	San Pedro Garza Garcia \| La Jolla, CA \| LA JOLLA, CA	3	22	n/a	yes
Grant Corydon Barba	n/a	LA JOLLA, CA \| Ames, IA \| La Jolla, CA	2	12	n/a	yes
RICARDO LLANOS	n/a	La Jolla, CA \| SAN ANTONIO, TX \| LA JOLLA, CA	2	30	2	yes
RUBEN RAMIREZ MORFIN	n/a	BONITA, CA \| LA JOLLA, CA \| La Jolla, CA	2	19	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARBA, DANIEL	PRESIDENT, SOLE OWNER	E	yes	06/1994	Jan 23, 2012	Jun 6, 2012
VONBERTRAB, HERMANN SCHOTT	VICE PRESIDENT	Na	yes	06/1998	Jan 23, 2012	Jun 6, 2012
TOVAR, EDUARDO P JR	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	Na	no	07/2002	Jan 23, 2012	Jun 6, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pittsburgh	Pa	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 9, 2012	$68.2M	$68.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$68.2M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Registered with (13)

← RUBEN RAMIREZ MORFINAdvisorregistration: current employment
Sep 6, 2024 to presentfactForm ADV
← RICARDO LLANOSAdvisorregistration: current employment
Aug 14, 2024 to presentfactForm ADV
← Grant Corydon BarbaAdvisorregistration: current employment
Nov 7, 2023 to presentfactForm ADV
← RICARDO DE LA GARZA EMERICHAdvisorregistration: current employment
Nov 2, 2022 to presentfactForm ADV
← WILLIAM CHARLES GREENWALDAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← HERMANN SCHOTT VONBERTRABAdvisorregistration: current employment
Jul 28, 2009 to presentfactForm ADV
← PAUL EDUARDO MULLERAdvisorregistration: current employment
May 29, 2007 to presentfactForm ADV
← DANIEL BARBAAdvisorregistration: current employment
Mar 15, 2006 to presentfactForm ADV
← EDUARDO P TOVARAdvisorregistration: current employment
Mar 15, 2006 to presentfactForm ADV
← GASTON ERNESTO GUERREROAdvisorregistration: previous registration
Sep 4, 2024 to Aug 18, 2025factForm ADV
← DAVID GREGORY MARSHALLAdvisorregistration: previous registration
May 29, 2007 to Apr 3, 2025factForm ADV
← CHRISTOPHER ALEXANDER TENORIOAdvisorregistration: previous registration
Oct 4, 2023 to Nov 13, 2023factForm ADV
← TAURAYI CHRISTOPHER MURAPAAdvisorregistration: previous registration
Jun 13, 2011 to Nov 29, 2013factForm ADV

Controls (2)

← BARBA, DANIELOwnerPRESIDENT, SOLE OWNER, ownership code E, individual
Jan 23, 2012 to presentfactForm ADV
← VONBERTRAB, HERMANN SCHOTTOwnerVICE PRESIDENT, ownership code NA, individual
Jan 23, 2012 to presentfactForm ADV

Owns (1)

← TOVAR, EDUARDO P JROwnerVICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 23, 2012 to presentfactForm ADV

Dated events

Occurred
Aug 18, 2025
Advisor changed firm
Gaston Ernesto Guerrero left Private Portfolio Of San Diego for Bbva Global Wealth Advisors, Inc. (registered 2025-08-27)
Form ADVobserved 5 days ago
Occurred
Apr 3, 2025
Advisor changed firm
David Gregory Marshall left Private Portfolio Of San Diego for Emerson Partners (registered 2025-03-06)
Form ADVobserved 5 days ago
Occurred
Nov 13, 2023
Advisor changed firm
Christopher Alexander Tenorio left Private Portfolio Of San Diego for Fisher Investments (registered 2023-11-13)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cf9b6cc-ea9e-036e-04f6-1c1c6b86b576
First observed: Jan 23, 2012
Last observed: Jun 6, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE PORTFOLIO OF SAN DIEGO

PRIVATE PORTFOLIO, INC., CRD 36644

LA JOLLA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4cf9b6cc-ea9e-036e-04f6-1c1c6b86b576

Data as of Jun 6, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL BARBA

n/a

LA JOLLA, CA | La Jolla, CA

n/a

yes

EDUARDO P TOVAR

n/a

LA JOLLA, CA | La Jolla, CA

n/a

yes

PAUL EDUARDO MULLER

n/a

Montgomery, TX | La Jolla, CA | LA JOLLA, CA

n/a

yes

HERMANN SCHOTT VONBERTRAB

n/a

LA JOLLA, CA | SAN ANTONIO, TX | La Jolla, CA

n/a

yes

WILLIAM CHARLES GREENWALD

n/a

LA JOLLA, CA | CHULA VISTA, CA | La Jolla, CA

n/a

yes

RICARDO DE LA GARZA EMERICH

n/a

San Pedro Garza Garcia | La Jolla, CA | LA JOLLA, CA

n/a

yes

Grant Corydon Barba

n/a

LA JOLLA, CA | Ames, IA | La Jolla, CA

n/a

yes

RICARDO LLANOS

n/a

La Jolla, CA | SAN ANTONIO, TX | LA JOLLA, CA

yes

RUBEN RAMIREZ MORFIN

n/a

BONITA, CA | LA JOLLA, CA | La Jolla, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARBA, DANIEL

PRESIDENT, SOLE OWNER

yes

06/1994

Jan 23, 2012

Jun 6, 2012

VONBERTRAB, HERMANN SCHOTT

VICE PRESIDENT

yes

06/1998

Jan 23, 2012

Jun 6, 2012

TOVAR, EDUARDO P JR

VICE PRESIDENT, CHIEF COMPLIANCE OFFICER

07/2002

Jan 23, 2012

Jun 6, 2012

City

State

Country

Employees

Also broker-dealer

Pittsburgh

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 9, 2012

$68.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$68.2M

n/a