Portfolio Manager political contributions from North Carolina

Portfolio Manager dollars from a small North Carolina cell

Occupation PORTFOLIO MANAGER and donor state NC produce $369,677, 268 contributions, and 18 donors. The occupation hub is $28,899,687, 17,845 contributions, and 1,651 donors. North Carolina’s dollar share is about 1.3%; contribution share about 1.5% (268 of 17,845); donor share about 1.1% (18 of 1,651). This page is the intersection of those two FEC.gov fields, not a restatement of the Portfolio Manager hub and not a restatement of all North Carolina occupations.

INVESTMENT MANAGER, FUND MANAGER, and ASSET MANAGER, if used, sit in other hubs. Do not stack PORTFOLIO MANAGER with those strings into a single North Carolina professional total. Those are other occupation strings with other hubs. The FEC file stores the occupation exactly as entered. A longer or shorter variant is a different key.

18 unique donors is a small North Carolina cell inside 1,651 national PORTFOLIO MANAGER donors. Those 18 people produced 268 contributions totaling $369,677, about 14.9 itemized rows per donor. Nationally the occupation runs about 10.8 rows per donor. Mean gift is about $1,379 in North Carolina versus about $1,619 nationwide. A small unique-donor count is not a suppression flag and not a person-level roster; names are not in the packet.

PORTFOLIO MANAGER versus FUND MANAGER

PORTFOLIO MANAGER is a filer-entered string. The FEC file does not verify a license, an employer, or a payroll title. The $28,899,687 national total is PORTFOLIO MANAGER only. 1,651 donors produced 17,845 contributions in that occupation bucket. PORTFOLIO MANAGER is an asset-management title, not an SEC Form ADV personnel extract. Nearby labels INVESTMENT MANAGER, FUND MANAGER, and ASSET MANAGER remain outside this occupation total even when one person has used more than one string.

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 North Carolina (NC). 17,845 national contributions make PORTFOLIO MANAGER a published occupation bucket; this tie locates the North Carolina overlap. Independent expenditures and unitemized gifts are omitted. Committee identifiers on the itemized line are the recipient keys in the underlying file, but this packet does not publish a recipient breakdown.

North Carolina’s 18-donor join

18 North Carolina donors produced 268 contributions totaling $369,677. Donor state NC is the address on the record, not proof of a North Carolina license, and not a limit to North Carolina candidates. NC is the address on the itemized record, not a map of which campaigns received the $369,677. Out-of-state committees can receive itemized gifts from NC-coded donors.

The North Carolina campaign-finance hub includes every occupation coded to NC. This join is only PORTFOLIO MANAGER. The Portfolio Manager occupation hub without North Carolina still holds about 98.7% of the $28,899,687 (remainder $28,530,010). North Carolina’s state hub includes every other occupation coded to NC. PORTFOLIO MANAGER is only this filter. Federal awards on USAspending.gov are a different ledger; this page does not claim donations funded awards.

AUM and strategy are not in the contribution file

A 1.3% dollar share in North Carolina does not rank the state as more or less political than others. Occupation labels are filer-entered. Correlation is not causation. This page does not name donors, does not invent committees, and does not treat 18 unique donors as an SEC Form ADV personnel extract. PORTFOLIO MANAGER is not interchangeable with INVESTMENT MANAGER, FUND MANAGER, and ASSET MANAGER.

Quote $369,677, 268 contributions, and 18 donors for Portfolio Manager in North Carolina, against $28,899,687 nationwide, source FEC.gov. Unitemized gifts stay outside the itemized aggregate. Cycle stacking can raise line counts without raising unique people. Public records describe overlap; they do not assign motive. Keep both sides of the join—Portfolio Manager and North Carolina—whenever the dollars are quoted.

North Carolina Portfolio Manager citation discipline

A complete claim names Portfolio Manager and North Carolina (NC), then $369,677, 268 contributions, 18 donors, and 1.3% of $28,899,687, source FEC.gov. Remainder outside North Carolina: $28,530,010. Mean gift $1,379 is $369,677 divided by 268 lines in this state cell. Repeat the join without adding fields the packet does not publish. The canonical path is a ties URL, not a donor-detail URL.

Subtract the North Carolina 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 ($28,530,010) has no row-by-row breakdown here because those states are other ties. A unique-donor count of 18 is not a person-level audit. The FEC aggregate can merge similar names or split one person who filed under variants. Keeping dollars, contribution count, and donor count on the same page is the point of the join.

Asset-management hubs and North Carolina finance

Portfolio Manager donations holds the $28,899,687 national occupation total. North Carolina 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. Original filings remain at FEC.gov. Occupation labels are filer-entered. This tie page quotes packet facts only.

Questions

How much have Portfolio Manager donors in North Carolina given?

FEC itemized individual contributions from donors listing occupation PORTFOLIO MANAGER and state North Carolina total $369,677, from 268 contributions and 18 donors. Nationwide, PORTFOLIO MANAGER-coded receipts are $28,899,687 from 17,845 contributions and 1,651 donors. North Carolina is about 1.3% of those dollars. Occupation labels are filer-entered.

Why are there only 18 donors in this North Carolina cell?

No. The FEC file does not verify licenses, employers, or headcount. Occupation is the string PORTFOLIO MANAGER and state is NC. 18 donors are not an SEC Form ADV personnel extract. INVESTMENT MANAGER, FUND MANAGER, and ASSET MANAGER, if stored separately, sit in other hubs. Do not add those cells to Portfolio Manager. Source: FEC.gov individual contribution aggregates.

What share of Portfolio Manager FEC dollars is North Carolina?

About 1.3% of the $28,899,687 occupation total is in this North Carolina join ($369,677). North Carolina also accounts for about 1.5% of contributions (268 of 17,845) and about 1.1% of donors (18 of 1,651). Remainder outside North Carolina: $28,530,010. Occupation labels are filer-entered; FEC.gov is the source for the join.

Is this an SEC adviser personnel list?

Not as a published split. Donor state is North Carolina. Recipients can be any FEC-filing committee. This page does not allocate the $369,677 by office or by in-state versus out-of-state campaigns. Open North Carolina campaign finance for every occupation coded to NC; open Portfolio Manager donations for every state in the bucket. All occupations and All FEC ties list sibling joins.