PORTFOLIO ADVISORS LLC

other names
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Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 157 12.14%
of those in investment advisory functions 84 7.69%
Registration SEC, Approved, 04/25/1994
AUM* 44,674,354,531 9.41%
of that, discretionary 28,256,616,225 6.60%
Private Fund GAV* 21,904,793,665 4.16%
Avg Account Size 369,209,542 2.18%
SMA’s Yes
Private Funds 121 35
Contact Info 203 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
34B 29B 24B 19B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count102 GAV$20,629,564,377
Fund TypeReal Estate Fund Count15 GAV$782,876,077
Fund TypeOther Private Fund Count4 GAV$492,353,211

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Brochure Summary