Measured Risk Portfolios Overview

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Company Details

Measured Risk Portfolios, Inc. is an SEC-registered investment adviser and fee-only third-party money manager headquartered at 5230 Carroll Canyon Road in San Diego. Founded in 2007 by Larry Kriesmer and Bernard Surovsky, the firm builds options-based portfolios under its SynthEquity brand, pairing index call options with short-duration Treasuries to pursue equity upside within a defined annual loss limit. Larry Kriesmer is Chairman and Chief Compliance Officer; Bernard Surovsky is Chief Investment Officer.

Form ADV data reports roughly $597 million in assets under management, about $571 million of it discretionary, across approximately 1,600 accounts averaging $373,000. Clients are mainly high-net-worth and retail individuals alongside investment companies. The firm advises the Measured Risk Strategy Fund (MRPAX/MRPIX) and two ETFs, including the MRP SynthEquity Nasdaq 100 ETF (Cboe: SNTQ), launched in July 2026.

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Locations

Location
San Diego ,
United States
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