Portfolio Advisors Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1994
Founded
  • Employees
  • 52
Employees
  • Serviced Companies
  • 12
  • Serviced Deals
  • 11
  • Serviced Investors
  • 1

Portfolio Advisors General Information

Description

Portfolio Advisors is a LP Consultants based in Darien, Connecticut. The employee owned firm was 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 on discretionary or non-discretionary funds. The firm's clients include major public and private pension plan sponsors, corporations, foundations, endowments, insurance companies, financial institutions, and family offices. Portfolio Advisors currently manages or administers, either through investment advisory services, funds management, and portfolio administration and reporting services,

Contact Information

Website
www.portad.com
Year Founded
1994
Service Provider Type
LP Consultants
Primary Office
  • 9 Old Kings Highway South
  • Darien, CT 06820
  • United States
+1 (203) 000-0000

Portfolio Advisors Services to Companies

Service on a Deal (19)

Company Name Service Provided Deal Date Deal Type Deal Amount
Omni Logistics Oct 2021 00000 0000000
0000 000000000 Oct 2021 00000 0000000
0000 000000000 Oct 2021 00000 0000000
0000 000000000 Oct 2021 00000 0000000
00000 0000000 00 0 Aug 2021 00000 0000000
00000000 000000 & Aug 2021 00000 0000000
00000000 000000 & Aug 2021 00000 0000000
00000000 000000 & Aug 2021 00000 0000000
Area Wide Protective Jul 2021 00000 0000000
Area Wide Protective Jul 2021 00000 0000000
You’re viewing 10 of 19 services to companies. Get the full list »
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Portfolio Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Portfolio Advisors Team (117)

Name Title Deals Office Contact
Info
Daniel Iamiceli Chief Financial Officer Darien, CT
Lauren Johnson Corporate Chief Financial Officer Darien, CT
Jason Landon Managing Director and Member of Real Estate Darien, CT
Jeffrey Cho Managing Director and Member of Real Estate Darien, CT
Eric Staub Managing Director & Member of Junior Credit team Darien, CT
You’re viewing 5 of 117 team members. Get the full list »

Portfolio Advisors Board Members (3)

Name Representing Role Since
Adam Clemens Portfolio Advisors Managing Director & Management Committee Member 000 0000
Brian Murphy Portfolio Advisors Managing Director & Management Committee Member 000 0000
You’re viewing 2 of 3 board members. Get the full list »