PPrivate Fund Data Log in Join · $37/mo

Portland Global Advisors LLC

● SEC registered since 1997CRD 109127SEC# 801-54256Portland, ME
Export (members)
Reg. AUM
$1.01B
Employees
13
Accounts
894
Location
Portland, ME

Portland Global Advisors LLC assets under management

Portland Global Advisors LLC is a registered investment adviser overseen by the SEC based in Portland, ME. The firm has been registered since 1997. It reports $1 billion in regulatory assets under management and employs 13 people.

Portland Global Advisors LLC owners & executives

7 reported
NameTitleOwnershipSince
Craftsbury, Limited Liability CompanyMember (class A Units)5-10%1997
David E Smith ControlChief Financial OfficerUnder 5%2024
John Barker Sullivan ControlCeo; Member (class B Units); Elected Manager25-50%1994
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Portland Global Advisors LLC manage?

Portland Global Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Portland Global Advisors LLC have?

Portland Global Advisors LLC reports 13 employees.

Where is Portland Global Advisors LLC located?

Portland Global Advisors LLC is based in Portland, ME and has been SEC-registered since 1997.

Does Portland Global Advisors LLC disclose fund performance?

Portland Global Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address217 Commercial St, Suite 400, Portland, ME 04101
Phone207-773-2773
Fax207-773-2602
Office hours8:30 a.m.To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1504941
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$0
Total (RAUM)$1.01B