Portfolio Advisors

  • Financial Services
  • Darien CT
  • 201 employees
  • Financial Services
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Company Overview

Headquarters
9 Old Kings Highway South, Darien CT
Website
portad.com
Phone
(203) 662-3456
Employees
201
Founded in
1994
Industry
Financial Services
NAICS Code
NAICS Code 541 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 541611 Companies
NAICS Code 523920 Companies
NAICS Code 5239 Companies
NAICS Code 54161 Companies
NAICS Code 5416 Companies
NAICS Code 54 Companies
NAICS Code 52392 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$51B

Total Funding Amount

$485M

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Who is Portfolio Advisors

Portfolio Advisors is a private asset manager headquartered in Darien, Connecticut. The company employs 201 people and generates $51 million in annual revenue. Portfolio Advisors specializes in providing tailored private equity, private credit, and private real estate investment solutions to clients in the U.S. middle market. Their customized programs encompass direct, secondary, and primary investments, as well as junior and senior credit. The firm has a long history of serving as an active partner to the middle market, fostering superior access and value creation for both clients and sponsors. In 2023, Portfolio Advisors joined forces with FS Investments, a leader in making alternative assets accessible to a wider audience. This merger resulted in a combined company managing over $75 billion in assets and offering a comprehensive range of alternative investment strategies to both institutional and individual investors. For more information about Portfolio Advisors, please visit portad.com.

Portfolio Advisors Industry Tags

Private Equity
Private Debt
Primary Fund Investments
Secondary Investments
Direct Co-Investments
Venture Capital
Buyout
Growth Equity
Mezzanine
Real Assets
Energy
Global Private Markets
Private Equity Advisory
Custom Solutions
Financial Services
Financial Advisory Services
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Portfolio Advisors Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Portfolio Advisors's headquarters?
The headquarters of Portfolio Advisors are situated at 9 Old Kings Highway South, Darien CT
What is Portfolio Advisors's phone number?
Portfolio Advisors's contact number is (203) 662-3456.
What is Portfolio Advisors's official website?
The official website of Portfolio Advisors can be found at portad.com.
What is Portfolio Advisors's current revenue?
As of October 2020, Portfolio Advisors's annual revenue reached $51B.
How many employees does Portfolio Advisors currently have?
Portfolio Advisors employs approximately 201+ people as of October 2020
Which industries is Portfolio Advisors primarily operating in?
Portfolio Advisors operates in the following industries: Finance, Credit
What are Portfolio Advisors's industry tags?
Portfolio Advisors's industry tags include: Private Equity, Private Debt, Primary Fund Investments
What is Portfolio Advisors's total funding to date?
Portfolio Advisors has secured $485M as of October 2020
When was Portfolio Advisors founded?
Portfolio Advisors was founded in 1994.

Employee Directory

Key Employees

Henry Bodrick

Account Manager

Phone Email

Brian Murphy

Managing Director

Phone Email

Christian Perry

Desktop Support Engineer

Phone Email

Metta Himes

Marketing Analyst

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