| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pa-Ep Fund, L.P. | Private Equity | $5.47B | $250K |
| Portfolio Advisors Secondary Fund IV, LP | Private Equity | $2.47B | $5M |
| PA Direct Credit Opportunities Fund III, LP | Private Equity | $1.07B | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Gerard Clemens Control | Member Of Management Committee | Under 5% | 2010 |
| Brooks Anthony Lindberg Control | Member Of Management Committee | Under 5% | 2020 |
| Daniel Francis Dwyer Control | Chief Compliance Officer | Under 5% | 2014 |
Portfolio Advisors LLC reports $44.7 billion in regulatory assets under management on its Form ADV.
Portfolio Advisors LLC manages 92 private funds with combined gross assets of $21.3 billion.
Portfolio Advisors LLC reports 157 employees.
Portfolio Advisors LLC is based in Darien, CT and has been SEC-registered since 1994.
Portfolio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9 Old Kings Highway South, Darien, CT 06820 |
| Phone | 203-662-3456 |
| Fax | 203-662-0013 |
| Office hours | 8:30 - 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $28.26B |
| Non-discretionary | $16.42B |
| Total (RAUM) | $44.67B |