What PORTFOLIO MANAGER donors give in federal races

Smaller pool, heavier dollars per line

Among occupation strings near $29 million, PORTFOLIO MANAGER is relatively concentrated: $28,899,687 on 17,845 itemizations from 1,651 donors. Mean contribution size is about $1,619. Mean dollars per donor record is about $17,504. Repeat giving is about 11 itemizations per donor record.

Those per-line and per-donor means sit well above high-volume professional labels that post similar headline dollars on a hundred thousand lines. The packet has no median, so a few large itemizations can still dominate the average.

1,651 donor records is a thin census. Treat it as contributor records that used this exact two-word title, not as a count of people who manage funds.

Portfolio manager is not investment manager

INVESTMENT MANAGER and INVESTMENT BANKER are neighboring keys. Donors who specify portfolio management land here. Combining those strings without naming each source total mixes finance titles the bulk file kept apart.

This page cites only $28,899,687, 17,845 contributions, and 1,651 donors. The FEC record does not verify a CFA charter or SEC registration.

What the donor count cannot do

Address variants split records. A person who listed PORTFOLIO MANAGER on some gifts and INVESTMENT MANAGER on others will appear in both occupation totals for those lines. Occupation is per transaction.

LobbyVault does not infer party from the title. Recipient committees are a different join.

Finance industry pages are not this filter

Industry tables group employers. Portfolio managers at different firms share this occupation string if they typed PORTFOLIO MANAGER. Adding $28,899,687 to a finance industry total double-counts.

Open the PORTFOLIO MANAGER occupation page for rows. Use the occupations index to see INVESTMENT MANAGER as a neighboring key.

How to cite a concentrated finance title

A usable citation keeps the small denominators: PORTFOLIO MANAGER itemizations in FEC bulk data indexed on LobbyVault sum to $28,899,687 on 17,845 contributions from 1,651 donor records. Dropping 1,651 hides how concentrated the key is.

Source: FEC Form 3/3X schedules. Unitemized receipts never carry an occupation code.

A fund-desk title with a 1,651-record denominator

PORTFOLIO MANAGER in this extract is $28,899,687 on 17,845 itemizations from 1,651 donor records, or $28.9 million in compact millions. Those dollars are itemized activity on FEC Form 3 and Form 3X schedules indexed on LobbyVault from FEC.gov bulk data. Unitemized receipts never carry an occupation code, so they never enter the total. Refunds and memo entries follow FEC presentation in the underlying schedules; this guide does not invent a fourth occupation-level fact. Asset-management headcount is a firm statistic. FEC occupation is a disclosure statistic. This page is the second one. The occupation field is donor-supplied free text, not a NAICS industry code and not a licensing roster.

Arithmetic means on this key are about $1,619 per contribution and about $17,504 per donor record, with roughly 11 itemizations per donor record. Means are not medians. The packet has no gift-size distribution and no party split. Neighboring strings such as INVESTMENT MANAGER and INVESTMENT BANKER remain other occupation pages unless the bulk extract normalized them to PORTFOLIO MANAGER. Combining those keys without naming each source total changes the unit from one FEC string to a homemade cluster. About $17,504 per donor record is an arithmetic mean on 1,651 records. It is not a typical bonus or a typical check.

Industry pages group employer-side categories and should not be added to $28,899,687. A person who listed PORTFOLIO MANAGER on some gifts and a neighboring title on others will appear in both occupation totals for the respective lines, because occupation is stored per transaction. A public-record citation that stays inside the packet is: occupation equals PORTFOLIO MANAGER, dollars equal $28,899,687, contributions equal 17,845, donors equal 1,651. Candidate and committee pages hold the recipient side. LobbyVault does not infer motive from the occupation column.

Researchers who need cycle cuts, employer text, or recipient lists should leave this guide and open the live occupation hub. This file restates harvested packet facts only. Compact millions ($28.9 million) are the same headline amount as $28,899,687, rounded to one decimal place. Keep the contribution count and the donor-record count in any sentence that quotes the dollars, so readers can see whether PORTFOLIO MANAGER is a high-volume stack, a concentrated pool, or a high-repeat status label. Exact-string matching is the method. Anything else is a different query.

Questions

How much have PORTFOLIO MANAGER donors given in FEC records?

Itemizations that list PORTFOLIO MANAGER sum to $28,899,687 across 17,845 contributions and 1,651 donor records in the LobbyVault index of FEC bulk data. The figure is an occupation-string total, not a census of fund managers. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Is INVESTMENT MANAGER included in this total?

No. INVESTMENT MANAGER and INVESTMENT BANKER are separate occupation strings. This page covers PORTFOLIO MANAGER only: $28,899,687, 17,845 contributions, and 1,651 donors. Name each key if you add them. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Why is the average PORTFOLIO MANAGER gift large?

Dividing $28,899,687 by 17,845 itemizations yields about $1,619 per contribution, and dividing by 1,651 donors yields about $17,504 per donor record. Those means reflect a small line count relative to the dollars. They are not medians. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Does this title prove a licensed adviser?

No. Occupation is self-reported free text. The FEC record does not verify CFA, RIA, or broker-dealer status. Quote 17,845 contributions and 1,651 donor records with the $28,899,687 headline. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.