PORTFOLIO ADVISORS LLC

other names
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Adviser Profile
As of Date 03/31/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 157 12.14%
of those in investment advisory functions 84 7.69%
Registration SEC, Approved, 04/25/1994
AUM* 44,674,354,531 9.41%
of that, discretionary 28,256,616,225 6.60%
Private Fund GAV* 21,904,793,665 4.16%
Avg Account Size 369,209,542 2.18%
SMA’s Yes
Private Funds 121 35
Contact Info 203 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

34B 29B 24B 19B 15B 10B 5B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count102 GAV$20,629,564,377
Fund TypeReal Estate Fund Count15 GAV$782,876,077
Fund TypeOther Private Fund Count4 GAV$492,353,211

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Brochure Summary