Portfolio Advisors Overview
- Service
-
Lender
- Year Founded
-
1994
- Professionals
-
160
- Financed Companies
-
20
- Financings
-
23
- Serviced Investors
-
1
Portfolio Advisors General Information
Description
Founded in 1994, Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. The firm provides 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. The firm has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.
Contact Information
Website
www.portad.comYear Founded
Corporate Office
- 9 Old Kings Highway South
- Darien, CT 06820
- United States
Portfolio Advisors Financings
| Company Name | Financing Date | Debt/Deal Date | Debt/Deal Amount |
|---|---|---|---|
| Vohra Wound Physicians | Aug 2024 | ||
| EIS | May 2024 | ||
| PPC Flexible Packaging | May 2024 | ||
| Painters Supply & Equipment | Apr 2024 | ||
| Painters Supply & Equipment | Apr 2024 | ||
| Vallen | Apr 2024 | ||
| ImageFIRST Healthcare Laundry Specialists | Feb 2024 | ||
| ImageFIRST Healthcare Laundry Specialists | Feb 2024 | ||
| Everon | Oct 2023 | ||
| Everon | Oct 2023 |
Portfolio Advisors Co-Lenders (95)
| Lender | Lender Type | Lender Location | Total Shared Financings | Last Shared Financing |
|---|---|---|---|---|
| Abry Partners | Lender | Boston, MA | 2 | |
| AEA Investors | Lender | New York, NY | ||
| Alliance Bank of Arizona | Commercial Bank | Phoenix, AZ | ||
| Alter Domus (Luxembourg) | Fund Administrator | Luxembourg, Luxembourg | ||
| Andalusian Credit Partners | Lender | NJ | ||
| Andalusian Private Capital | Lender | New York, NY | ||
| Antares Capital | Lender | Chicago, IL | ||
| Apogem Capital | Lender | New York, NY | ||
| Apollo Global Management | Lender | New York, NY | 1 | |
| Ares Capital | Business Development Company | Atlanta, GA | 2 |
Portfolio Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Portfolio Advisors FAQs
-
When was Portfolio Advisors founded?
Portfolio Advisors was founded in 1994.
-
Where is Portfolio Advisors headquartered?
Portfolio Advisors is headquartered in Darien, CT.
-
What is the size of Portfolio Advisors?
Portfolio Advisors total number of employees/professionals is 160.
-
What service provider type is Portfolio Advisors?
Portfolio Advisors's service provider type is Lender.
-
What companies has Portfolio Advisors invested in or acquired?
Portfolio Advisors has invested in or acquired Skurka Aerospace.
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