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PORTFOLIO MANAGER

Total Donated

$28,899,687

Contributions

17,845

Unique Donors

1,651

Donors who listed PORTFOLIO MANAGER as occupation posted $28,899,687 in itemized federal receipts in LobbyVault’s FEC.gov bulk index. Those receipts are 17,845 contributions from 1,651 donor records. The two-word title is stored apart from INVESTMENT MANAGER, INVESTMENT BANKER, and MANAGER. In compact form the occupation total is $28.9 million.

Key figures

  • PORTFOLIO MANAGER itemizations sum to $28,899,687 from 17,845 contributions and 1,651 donors.
  • Mean amounts are about $1,619 per contribution and about $17,504 per donor record.
  • INVESTMENT MANAGER is a separate FEC occupation bucket.
  • The two-word title is donor-typed Form 3/3X text, not a CFA or SEC roster.

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.

Full analysis: What PORTFOLIO MANAGER donors give in federal races →

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.

Occupation is self-reported on FEC Form 3/3X itemizations. Indexed on LobbyVault from FEC bulk data.

Occupation × state ties

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