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Portfolio Manager political contributions from California

California donors who listed their occupation as Portfolio Manager reported $3,165,062 in FEC itemized individual contributions. That join covers 2,145 contributions from 204 donors. Nationwide, PORTFOLIO MANAGER-coded receipts total $28,899,687 across 17,845 contributions and 1,651 donors. California holds about 11.0% of those dollars. Two hundred four California donors produced 2,145 contributions. Dollar share is about 11.0%; donor share about 12.4%. PORTFOLIO MANAGER is a two-word finance title, not an SEC adviser census. FUND MANAGER, if used, sits in another hub.

Key figures

  • California PORTFOLIO MANAGER-coded donors account for $3,165,062, 2,145 contributions, and 204 donors.
  • The national PORTFOLIO MANAGER occupation total is $28,899,687 from 1,651 donors and 17,845 contributions.
  • California holds about 11.0% of those dollars.
  • PORTFOLIO MANAGER is a filer-entered title, not an SEC adviser census.

The Portfolio Manager–California intersection

Occupation PORTFOLIO MANAGER and donor state CA produce $3,165,062, 2,145 contributions, and 204 donors. The occupation hub is $28,899,687, 17,845 contributions, and 1,651 donors. California’s dollar share is about 11.0%; contribution share about 12.0% (2,145 of 17,845); donor share about 12.4% (204 of 1,651). Two hundred four California donors are about 12.4% of 1,651 national donors; 2,145 contributions are about 12.0% of 17,845 national rows; dollars are about 11.0% of $28,899,687.

FUND MANAGER, INVESTMENT MANAGER, and ASSET MANAGER, if used, sit in other hubs and should not be added to this Portfolio Manager total. Do not stack PORTFOLIO MANAGER with FUND MANAGER or INVESTMENT MANAGER into a single California professional total. Those are other occupation strings with other hubs.

204 California donors produced 2,145 contributions, about 10.5 itemized rows per donor in this join, versus about 10.8 rows per donor nationally (17,845 contributions from 1,651 donors). The arithmetic mean gift in this California cell is about $1,476, against about $1,619 nationwide. California’s about 11.0% dollar share tracks its about 12.4% donor share — a proportional slice of a high-mean occupation (about $1,619 per national gift).

PORTFOLIO MANAGER as a finance-title string

PORTFOLIO MANAGER is a filer-entered string. The FEC file does not verify an SEC registration, AUM, or a California adviser. Two words on the form are the filter. The $28,899,687 national total is PORTFOLIO MANAGER only. 1,651 donors produced 17,845 contributions in that occupation bucket.

This page does not split those 17,845 rows by cycle, employer, or recipient. It locates how much of the labeled money is also coded to California (CA). One thousand six hundred fifty-one national donors make this a mid-size occupation. This tie asks how much of that labeled money also carries donor state CA.

California as donor state

204 California donors produced 2,145 contributions totaling $3,165,062. Donor state CA is the address on the record, not proof of a California license, and not a limit to California candidates. CA is the address on the itemized record, not proof of a California fund, and not a map of which campaigns received the $3,165,062.

The California campaign-finance hub includes every occupation coded to CA. This join is only PORTFOLIO MANAGER. The Portfolio Manager occupation hub without California still holds about 89.0% of the $28,899,687. California’s state hub includes every other occupation coded to CA. PORTFOLIO MANAGER is only this filter.

What the join is not

This page does not count SEC advisers, merge FUND MANAGER dollars, or claim that Portfolio Manager-coded money caused any electoral result. Occupation plus state is a bookkeeping join. Correlation is not causation. PORTFOLIO MANAGER is not FUND MANAGER even when filers meant asset management. Managing Partner in California is a different occupation-state pair.

Unitemized gifts and independent expenditures are omitted. FEC.gov is the source. Occupation labels are filer-entered. PORTFOLIO MANAGER is not an SEC adviser census. Donor state CA is not recipient geography. Itemized individual contributions only. AUM figures are not in these six numbers.

Three numbers, two fields, one Portfolio Manager filter

Subtract the California dollars on this page from the national PORTFOLIO MANAGER occupation total and the difference is the amount still coded PORTFOLIO MANAGER in every other state combined. That remainder ($25,734,625) has no row-by-row breakdown here because those states are other ties. The occupation internal link holds the unlabeled-by-state total; the state internal link holds every occupation with this state code; the occupations index and the ties index place this pair among other joins built the same way.

A unique-donor count of 204 is not a person-level audit. The FEC aggregate can merge similar names or split one person who filed under variants. A contribution count of 2,145 can be many small itemized rows. A dollar total of $3,165,062 can hide that skew. Keeping all three figures on the same page is the point of the join: quoting only the California dollars, or only the PORTFOLIO MANAGER national total, drops a key. Two hundred four donors producing 2,145 contributions totaling $3,165,062 is the fact to keep next to the dollar headline.

Related tables

Portfolio Manager donations holds the $28,899,687 national occupation total. California campaign finance holds the state’s itemized individual activity across occupations. All occupations and all FEC ties collect other occupation-state pairs from the same two fields. Managing Partner and Analyst in California are different occupation-state ties.

Questions

How much have Portfolio Manager donors in California given?
FEC itemized individual contributions from donors listing occupation PORTFOLIO MANAGER and state California total $3,165,062, from 2,145 contributions and 204 donors. Nationwide, PORTFOLIO MANAGER-coded receipts are $28,899,687 from 17,845 contributions and 1,651 donors. California is about 11.0% of those dollars. Occupation labels are filer-entered.
Are these SEC-registered advisers?
The FEC file does not verify registrations. Occupation is the string PORTFOLIO MANAGER and state is CA. Two hundred four donors are not an adviser roster. The 204 California donors used occupation PORTFOLIO MANAGER and state CA. Filers who wrote FUND MANAGER or INVESTMENT MANAGER may sit in a different occupation bucket. Occupation labels are filer-entered. FEC.gov is the source.
What share of Portfolio Manager FEC money is from California?
About 11.0% of the $28,899,687 occupation total is in this California join ($3,165,062). California also accounts for about 12.0% of contributions (2,145 of 17,845) and about 12.4% of donors (204 of 1,651). About 11.0% of dollars from 204 of 1,651 donors and 2,145 of 17,845 contributions.
Does this money go to California candidates?
Not necessarily. Donor state is California. Recipients can be any FEC-filing committee. This page does not allocate the $3,165,062 by office or by in-state versus out-of-state campaigns. Open the state hub for every occupation coded to CA; open the occupation hub for every state in the bucket.

FEC.gov individual contribution aggregates by self-reported occupation and donor state. Occupation labels are filer-entered.