Portfolio Advisors is an independent, private markets investment specialist founded in 1994 with more than $20 billion in assets under management. We provide tailored private equity, private real estate and private credit investment solutions through commingled funds and custom advisory solutions via primary partnerships, secondary purchases, co-investments and direct mezzanine investments. 

Headquartered in Darien, CT, Portfolio Advisors also has offices in Switzerland and Hong Kong. With approximately 100 employees worldwide, our customized approach to private markets investing has led to high investor retention and broad recognition in the institutional investment consulting arena. By partnering with Portfolio Advisors, investors may gain access to customized private markets solutions, extensive relationships in the general partner community, differentiated deal flow, and established results across private equity, private credit and real estate. Approximately 1,500 limited partners have invested in various Portfolio Advisors sponsored funds. 

 Portfolio Advisors has been an Investment Advisor registered with the U.S. Securities and Exchange Commission since 1994, and is also a Qualified Professional Asset Manager in the U.S. 

Company details

Website

http://www.portad.com/

Headquarters

Darien, CT

Year founded

1994

Company size

51-200 employees

Specialties

Private Equity, Private Debt, Primary Fund Investments, Secondary Investments, Direct Co-Investments, Venture Capital, Buyout, Growth Equity, Mezzanine, Real Assets, Energy, Global Private Markets, Private Equity Advisory , and Custom Solutions