Competitive Advantage

Our Platform

Anchoring our success is a firm-wide platform of strong relationships with private markets fund managers. This interconnected platform provides significant deal flow, information, and sponsor access to Portfolio Advisors when considering primary, secondary and direct investment opportunities.

Our Independence

Portfolio Advisors is an employee-owned firm and our goal is to align our interests with those of our investors, through flexible, innovative fee structures, and by investing our own money into every fund we launch. We believe significant employee investments in our funds provides alignment of interests and goals with our investors.

Our Focus

We are an experienced private markets manager with dedicated primary, secondary, co-investment, real estate and direct credit teams. Unlike other firms our size, we prefer to be focused and have deep core expertise in these areas, and we’ve built a strong reputation for thoughtful and complementary approaches to private markets investing.

Our Commitment to Corporate Responsibility

Portfolio Advisors believes strongly in responsible investing and, wherever feasible, we work to incorporate environmental, social and governance concerns into our approach. As part of this commitment, the company became a signatory to the United Nations Principles for Responsible Investment (UN PRI) in 2015.