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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); Real Estate (including opportunistic and value added funds); and Secondaries (multiple strategies). The firm closed Fund VII in April, 2013 at $1.085 billion. The firm manages $26.9 billion in assets.

 

Funds:

Fund Name	Amount	Date
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