Portfolio Advisors Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1994
Founded
  • Employees
  • 52
Employees
  • Serviced Companies
  • 6
  • Serviced Deals
  • 5
  • 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
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 (5)

Company Name Service Provided Deal Date Deal Type Deal Amount
GSMS Jun 2019 00000 0000000
00000000 000000 00 Nov 2017 00000 0000000
00000 0000000 0000 May 2017 00000 0000000
Cardax Lead Manager or Arranger Jun 2013 00000 0000000
Cancer Genetics Lead Manager or Arranger Nov 2010 00000 0000000
To view Portfolio Advisors’s complete services to companies history, request access »
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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 (107)

Name Title Deals Office Contact
Info
Daniel Iamiceli Chief Financial Officer Darien, CT
Lauren Johnson Corporate Chief Financial Officer Darien, CT
Thomas Broderick Chief Technology 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
You’re viewing 5 of 107 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
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