Portfolio Advisors LLC

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Portfolio Advisors LLC
CRD #105981
SEC #801-46369
CIK #
AUM $30.6 BB (89% Disc, 76% US, 2021-03-31)
Employees 118 (61% Investors, 0% Brokers)
Phone203-662-3456
Address9 Old Kings Highway South
Darien, CT 06820
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
40322416802001200820152022
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE PA MAC Fund LP - Accel Series II [2021-03-31] 305.5 25.0
PE PA MAC Fund LP - Wheel PROS Series [2021-03-31] 305.5 9.0
PE Portfolio Advisors Asia Secondary Fund VII LP [2021-03-31] 2.2
PE PA Co-Investment Fund IV LP [2020-03-30] 133.4 148.5
PE PA MAC Fund LP - Accel Series [2020-03-30] 305.5 33.1
PE PA MAC Fund LP - AIS Debt Series [2020-03-30] 305.5 10.3
PE PA MAC Fund LP - AIS Equity Series [2020-03-30] 305.5 11.8
PE PA MAC Fund LP - Dynasty Series [2020-03-30] 305.5 21.2
PE PA MAC Fund LP - Hayden Series [2020-03-30] 305.5 13.6
PE PA MAC Fund LP - MAC 3 Series [2020-03-30] 305.5 18.6
View All
Form D Directors # Filings # Firms 2011 - 2021
Brian Murphy 60
Portfolio Advisors LLC 61
William Indelicato 50
Paul Crotty 21
Paref VII GP LLC 4
Asia Select Management Ltd 3
PCIF III GP LLC 2
William Walshi 2
Christopher Ruder 2
UOB Portfolio Advisors Pan Asia Select Fund GP Ltd 2
Comparable Firms State AUM ($BB)
Strategic Partners Fund Solutions Advisors LP
NY 41.6
StepStone Group LP
CA 37.1
Manulife Investment Management Private Markets US LLC
MA 34.9
BDT Capital Partners LLC
IL 27.7
GI Manager LP
CA 25.0
DWS Alternatives Global Limited
18.0
Partners Group USA Inc
NY 12.7
Oak Street Real Estate Capital LLC
IL 11.5
Hermes GPE LLP
11.2
MSREF Real Estate Advisor Inc
NY 11.1
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