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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: PORTION CAPITAL MANAGEMENT CRD Number: 322751SEC ERA Report, Annual

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How to fill out primary business name portion

01

To fill out the primary business name portion, follow these steps:

02

Start by writing the main name or title of your primary business.

03

Ensure that the name accurately reflects the nature of your business.

04

Include any legal suffixes or designators, such as 'LLC' or 'Inc' if applicable.

05

Be mindful of any naming conventions or restrictions imposed by your local jurisdiction or industry.

06

Double-check for spelling and formatting errors before submitting the final name.

Who needs primary business name portion?

01

The primary business name portion is required for anyone who wants to register a new business entity or update the name of an existing business.

02

It is especially important for entrepreneurs, business owners, and legal entities who are establishing their brand identity and need a recognizable name for their business.

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What is primary business name portion?

The primary business name portion is the official name under which a business operates.

Who is required to file primary business name portion?

All businesses operating under a different name than their legal entity name are required to file the primary business name portion.

How to fill out primary business name portion?

The primary business name portion can typically be filled out on a business registration form or on a separate application specifically for naming purposes.

What is the purpose of primary business name portion?

The purpose of the primary business name portion is to ensure that businesses are operating under accurate and transparent names for legal and public visibility.

What information must be reported on primary business name portion?

The primary business name portion typically requires the business's legal entity name, the business's operating name, and any relevant contact information.

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