Since Portfolio Advisors was formed in 1994, crafting customized advisory programs for our clients has been at the core of our approach to private markets. Whether on a discretionary or non-discretionary mandate basis, the programs we structure and manage address each client’s strategic and tactical objectives, seeking to optimize private equity, private real estate and private credit performance while minimizing portfolio risk.
Our deep experience investing across private markets and our wide network of relationships, honed through more than two decades as a private markets investment manager, assist clients with portfolio construction, investment pacing, due diligence, and portfolio monitoring. Leveraging our private markets platform, we can create target portfolios, source deal flow, screen managers and assess secondary and co-investment opportunities.
Supporting our custom solutions efforts is our proprietary administration and reporting service, PRIVILEGe®, which tracks ~$28 billion invested across more than 1,900 partnerships managed by more than 650 sponsors. This comprehensive web-based solution is a source of significant competitive advantage, and provides our clients with portfolio performance analytics, comprehensive reporting, diversification and benchmarking analysis, and both qualitative and quantitative research on private markets investments.