Since inception in 1994, Portfolio Advisors has concentrated entirely on private markets – first in an advisory capacity, then in combination with dedicated fund vehicles, custom portfolio solutions, and portfolio administration. We have been a registered investment advisor with the U.S. Securities and Exchange Commission since 1994, and are also a Qualified Professional Asset Manager as per ERISA. With an unparalleled focus on private equity, private real estate, and private credit opportunities, we manage more than $23.5 billion in discretionary and non-discretionary assets on behalf of a global roster of institutional investors from offices in Darien, CT, Hong Kong and Zurich.
Key Attributes of Portfolio Advisors
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.
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.
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 National Principles for Responsible Investment (UN PRI) in 2015.