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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.
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