PORTFOLIO ADVISORS LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm


Number of Employees:

158 12.86%

of those in investment advisory functions:

82 5.13%


Registration:

SEC, Approved, 4/25/1994

AUM:

42,237,636,380 3.45%

of that, discretionary:

26,620,432,532 0.43%

Private Fund GAV:

19,995,285,971 -8.32%

Avg Account Size:

364,117,555 0.77%


SMA’s:

YES

Private Funds:

89 3

Contact Info

203 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Portfolio Advisors: The case for GP-led secondaries
04/07/2021

A positive selection bias, deep due diligence and strong alignment make GP-led secondaries an attractive proposition, write managing directors Brian Mooney and Stephen Sloan in this sponsored

secondariesinvestor.com

MidOcean Adds Talent to Its Investor Relations Team
04/05/2021

Previously, Ms. Tanca held roles at Portfolio Advisors, where she was responsible ... a multi-strategy and volatility trading hedge fund, and a Principal at Vanguard, where he spent eleven years ...

oaoa.com

Inflation vs. Deflation
04/05/2021

The chart below was compiled by Bank of America research. It shows the performance of deflationary assets vs. those which are inflationary since 1960. Also, I have been tweeting (for some time ...

NASDAQ

MidOcean Adds Talent to Its Investor Relations Team
04/05/2021

Previously, Ms. Tanca held roles at Portfolio Advisors, where she was responsible ... a multi-strategy and volatility trading hedge fund, and a Principal at Vanguard, where he spent eleven years ...

benzinga.com

MidOcean Adds Talent to Its Investor Relations Team
04/05/2021

Previously, Ms. Tanca held roles at Portfolio Advisors, where she was responsible ... a multi-strategy and volatility trading hedge fund, and a Principal at Vanguard, where he spent eleven years ...

joplinglobe.com

MidOcean Adds Talent to Its Investor Relations Team
04/05/2021

Previously, Ms. Tanca held roles at Portfolio Advisors, where she was responsible for business ... a multi-strategy and volatility trading hedge fund, and a Principal at Vanguard, where he spent eleven years serving in a number of institutional marketing ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $249,152,663
Private Equity Fund 78 $18,349,897,837
Real Estate Fund 6 $898,894,076
Other Private Fund 4 $497,341,395

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
WP GLOBAL PARTNERS LLC - - 3.5b 28.8m - - 13.1m 3.5b 3.5b 37
QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC - - 2.6b 212.0m - - 278.6m 3.1b 5.4b 30
LCN CAPITAL MANAGEMENT, L.P. - - 4.4b 841.4m - - - 5.2b 5.2b 11
LANTERN CAPITAL PARTNERS, L.P. - - 441.8m 80.9m - - - 522.7m 261.3m 8
THE WATERMILL GROUP - - 206.9m 6.0m - - - 212.9m 212.9m 15
CLSA CAPITAL PARTNERS - - 602.3m - - - - 602.3m - 11
ROUNDSHIELD PARTNERS LLP - - 3.3b 442.4m - - - 3.8b - 11
KOHLBERG KRAVIS ROBERTS & CO. L.P. 28.9b - 285.5b 10.5b 16.8b - 12.5m 341.7b 307.7b 478
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. - - 20.7b 433.6m - - 1.1b 22.2b 46.8b 59
GCM CUSTOMIZED FUND INVESTMENT GROUP, L.P. - - 33.7b 685.9m - - - 34.3b 47.9b 156

Private Funds



Employees




Brochure Summary

Overview

Founded in 1994, Portfolio Advisors is an investment firm specializing in private equity, private real estate and private credit asset classes specializing in the middle market. Effective as of June 30, 2023, Portfolio Advisors and Franklin
Square Holdings, L.P. (together with its affiliates, "FS Investments") closed on a transaction to combine their respective firms which resulted in FS Investments acquiring 100% of the ownership of Portfolio Advisors, LLC. Please refer to