Portfolio Advisors

Investor type

PE / VC

Founded

1994

AUM

-

Location

United States

$0-1 m

Investment Ticket

3-5 years

Investment Horizon

Series B

Investment Stage

Sale to strategic investor, IPO

Exit Strategy

Investor profile last updated: 09 February, 2026

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

Software

Region of investment

North America

Contacts

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FAQs about Portfolio Advisors

Portfolio Advisors is located in United States.
Portfolio Advisors was founded in 1994.
Portfolio Advisors invests in companies and startups in Software.
Portfolio Advisors invests in companies and startups in North America.
Portfolio Advisors invests in companies and startups at Series B.
Portfolio Advisors usually invests $0-1 m on average.