FOF/PE  Portfolio Advisors

http://www.portad.com





     Office Locations:

9 Old Kings Highway South
Darien, CT 06820-4505
Phone: 203-662-3456
Fax: 203-662-0013

 

Stages:

  • Middle Market


 

Industries:

  • Financial Services
  • Real Estate & Construction

  •  

    Description:

    Portfolio Advisors, LLC is an employee owned firm founded in 1994 to provide a full range of private equity and private real estate investment advisory and portfolio management services to sophisticated institutional investors. Portfolio Advisors focuses on three complementary lines of business: Investment Advisory Services (providing separate account Investment Advisory Services on both a discretionary and non-discretionary basis), the firm has committed more than $30 billion of private equity and private real estate on behalf of its advisory clients; Funds Management (the firm is a Commingled Fund of Funds manager as well as a Specialized Fund manager for clients that wish to accomplish specific investment objectives, with over $7 billion of such assets under management); Portfolio Administration and Reporting (providing Portfolio Administration and Reporting Services for clients, representing in excess of $60 billion in private equity and private real estate assets). Fund of Funds sector choices generally include: Buyout/Corporate Finance (including large and mid-market funds in different geographies); Venture Capital (including seed, early, late and multi-stage funds); Special Situations (including distressed securities, mezzanine/structured equity and secondary funds); Rea l Estate (including opportunistic and value added funds); and Secondaries (multiple strategies). The firm closed Fund VII in April, 2013 at $1.085 billion.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or New York Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or New York Database subscription.
    Adam G. Clemens CFA Managing Director
    Brian P. Murphy CFA Managing Director
    Charles W. Harper Managing
    Christopher G. Genovese Managing
    Christopher T. Ruder Managing Director

     

    Portfolio companies include:

     

    Recent News:


      There is no recent news for Portfolio Advisors.