Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.
View Top Employees from Portfolio AdvisorsWebsite | http://www.portad.com/ |
Revenue | $51 million |
Funding | $485 million |
Employees | 205 (205 on RocketReach) |
Founded | 1994 |
Address | 9 Old Kings Highway South, Darien, Connecticut 06820, US |
Phone | (203) 662-3456 |
Fax | (203) 662-0013 |
Industry | Financial Services, Investment Banking, Finance, Banking, Management Consulting, Business Services |
Web Rank | 5 Million |
Keywords | Portfolio Advisors, Portfolio Advisors Hong Kong, Adage Capital Management Jeffrey Cho, Private Debt Sponsored Lending, ・ Sski Portfolio Advisors |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52392 Companies, NAICS Code 52 Companies, NAICS Code 54 Companies, NAICS Code 54161 Companies, NAICS Code 5416 Companies, NAICS Code 5239 Companies, NAICS Code 541611 Companies, NAICS Code 541 Companies, NAICS Code 523 Companies, NAICS Code 523920 Companies |
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The Portfolio Advisors annual revenue was $51 million in 2024.
Greg Garrett is the Managing Director of Portfolio Advisors.
205 people are employed at Portfolio Advisors.
Portfolio Advisors is based in Darien, Connecticut.
The NAICS codes for Portfolio Advisors are [52392, 52, 54, 54161, 5416, 5239, 541611, 541, 523, 523920].
The SIC codes for Portfolio Advisors are [62, 628].