Portfolio Advisors
PE / VC
1994
$42 000 M
Darien, Connecticut, United States
Investment Ticket
Investment Horizon
Investment Stage
Exit Strategy
Profile
Portfolio Advisors is an independent, private markets investment specialist founded in 1994 with $30.6 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, equity co-investments, and direct senior and junior credit investments.
Headquartered in Darien, CT, Portfolio Advisors also has offices in Switzerland and Hong Kong. With over 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 1,900 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.
Follow Portfolio Advisors for firm news, updates and market research. To be added to any of our mailing lists, email communications@portad.com.
Industry
Region of investment
Portfolio Advisors Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Portfolio Advisors Private Equity Fund X
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Healthcare Services
Technology
Infrastructure
Logistics
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$812 M
|
February 2021
|
|
PA Direct Credit Opportunities Fund III
|
Private Equity (PE)
|
Healthcare Services
Industrial
Technology
Infrastructure
Logistics
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$1100 M
|
May 2021
|
|
PA Co-Investment Fund IV
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Healthcare Services
Technology
Infrastructure
Logistics
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$721 M
|
January 2022
|
|
Portfolio Advisors Secondary Fund IV
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Healthcare Services
Technology
Logistics
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$2700 M
|
January 2022
|
|
PA Co-Investment Fund V
|
Private Equity (PE)
|
Consumer Products
Consumer Services (B2C)
Healthcare Services
Technology
Logistics
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$622 M
|
February 2025
|
