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Overview
The Firm
Portfolio Advisors, LLC is an employee owned firm founded in 1994
to provide a full range of private equity and private real estate
investment advisory and portfolio management services to sophisticated
institutional investors. Our clients include major public and private pension
plan sponsors, corporations, foundations, endowments, insurance companies,
financial institutions, and family offices. Portfolio Advisors currently
manages or administers, either through Investment Advisory Services, Funds
Management, and Portfolio Administration and Reporting Services, more
than 2,000 partnership commitments representing over $60 billion of domestic
and international private equity and private real estate investments. Portfolio
Advisors' senior investment professionals combined have over 350 years of
private market experience with demonstrated success in all the disciplines of
private equity and private real estate investing and portfolio management.
Products and Services
Portfolio Advisors focuses on three complementary lines of
business:
Investment Advisory Services -
We
provide separate account Investment Advisory Services on both a discretionary
and non-discretionary basis. We have committed more than $28 billion of private
equity and private real estate on behalf of our advisory clients.
Funds Management -
We
are a Commingled Fund of Funds manager as well as a Specialized Fund manager
for clients that wish to accomplish specific investment objectives, with over
$5 billion of such assets under management.
Portfolio Administration and Reporting
- We provide Portfolio Administration and Reporting Services for all of
our clients, representing in excess of $60 billion in private equity and
private real estate assets. Our proprietary database contains details on over
2,000 partnerships.
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