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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 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 2,100 partnership commitments representing over $60 billion of domestic and international private equity and real estate investments. Portfolio Advisors' senior investment professionals combined have over 260 years of private market experience with demonstrated success in all the disciplines of private equity 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 $20 billion of private equity 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 $3 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 real estate assets. Our proprietary database contains details on over 2,100 partnerships.