Portfolio Solutions

Portfolio Solutions Overview

Founded 1999
Founded
Status Private
Employees 17
Employees
Latest Deal Type PE Growth
Financing Rounds 1
Investments 1

Portfolio Solutions General Information

Description

Provider of low-fee investment management services. The company designs, implements and maintains dedicated portfolios using low-cost methods for investment and asset management for the clients to keep more of what the global markets offer.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 900 Wilshire Drive
  • Suite 200
  • Troy, MI 48084
  • United States
+1 (800) 000-0000
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Portfolio Solutions Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Portfolio Solutions Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
Focus Financial Partners Formerly PE-Backed New York, NY 0000 00000 00000000 00000
000000 000000 0000 Private Equity-Backed Omaha, NE 00 0000 0000000 0000 0000
000000 0000000 000 Formerly PE-Backed Newport Beach, CA 000 0000 000000&0 0000
000000000 00000000 Private Equity-Backed Chicago, IL 000 00000 0&0
000000 & 0000000 Corporation New York, NY 000 00000 00000000 00000

Portfolio Solutions Executive Team (6)

Name Title Board Seat Contact Info
James Gladney Chairman & Chief Executive Officer
John Bergmann President
Tony Brumley Chief Technology Officer
Florence Affatato Chief Legal Officer & Chief Compliance Officer
Anthony Watson Chief Investment Officer

Portfolio Solutions Board Members (1)

Name Representing Role Since
00000 0000000 Portfolio Solutions Chairman & Chief Executive Officer 000 0000

Portfolio Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Portfolio Solutions Investments (1)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 0&0 000 00000 01-Mar-2018 000000000 00000000 Other Capital Markets/Institutions