Portfolio Advisors Overview

  • Service
  • Lender

  • Year Founded
  • 1994

Year Founded

  • Professionals
  • 169

Professionals

  • Financed Companies
  • 17

  • Financings
  • 18

  • Serviced Investors
  • 1

Portfolio Advisors General Information

Description

Portfolio Advisors is an investment adviser 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 manage or administer, 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
Lender
Corporate Office
  • 9 Old Kings Highway South
  • Darien, CT 06820
  • United States
+1 (203) 000-0000

Portfolio Advisors Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
ImageFIRST Healthcare Laundry Specialists Feb 2024 00000 0000000
ImageFIRST Healthcare Laundry Specialists Feb 2024 00000 0000000
Everon Oct 2023 00000 0000000
Everon Oct 2023 00000 0000000
Everon Oct 2023 00000 0000000
AWP Safety Aug 2023 00000 0000000
AWP Safety Aug 2023 00000 0000000
Krayden Mar 2023 00000 0000000
Krayden Mar 2023 00000 0000000
Krayden Mar 2023 00000 0000000
You’re viewing 10 of 33 services to companies. Get the full list »

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Portfolio Advisors Co-Lenders (110)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
Abry Partners Lender Boston, MA 2 00000
AEA Investors Lender New York, NY 0
Alliance Bank of Arizona Commercial Bank Phoenix, AZ 0 00000
Alter Domus Fund Administrator Luxembourg, Luxembourg 0 00.000
Andalusian Credit Partners Lender NJ 0 00000
Antares Capital Lender Chicago, IL 00 00000
Apogem Capital Lender New York, NY 0 00.000
Ares Capital Corporation BDC Business Development Company Atlanta, GA 0 00000
Ares Management Lender Los Angeles, CA 3 00000
Audax Credit BDC Business Development Company New York, NY 2 00000
You’re viewing 10 of 110 co-lenders. Get the full list »

Portfolio Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Portfolio Advisors Team (127)

Name Title Related Financings Office Contact
Info
Lauren Johnson Managing Director & Chief Financial Officer Darien, CT
Daniel Lamiceli Managing Director & Chief Financial Officer - Funds Darien, CT
Jeffrey Cho Managing Director and Member of Real Estate Team Darien, CT
Chris Choi Managing Director & Member - Asia Investment team Hong Kong, Hong Kong
Eric Staub Managing Director & Member of Junior Credit team Darien, CT
You’re viewing 5 of 127 team members. Get the full list »

Portfolio Advisors Board Members (5)

Name Representing Role Since
Adam Clemens Portfolio Advisors Managing Director, Management Committee Member, and Co-Head of the Investment Team 000 0000
John Graham Portfolio Advisors Senior Vice President & Member, Real Estate Team 000 0000
Scott Higbee Portfolio Advisors Managing Director, Member of Management Committee, and Co-Head of Global Marketing 000 0000
William Indelicato Portfolio Advisors Managing Director, and Member of Management Committee 000 0000
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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 169.

  • 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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