Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Portfolio Solutions

Portfolio Solutions
1999 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
PE Growth LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
Description

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

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 (248) 000-0000

Portfolio Solutions Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Portfolio Solutions‘s full profile, request access.

Request full access to PitchBook

Portfolio Solutions Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00000 000000000 00 Formerly PE-Backed New York, NY 0000 00000 00000000 00000
To view this company’s complete list of competitors, request access »

Portfolio Solutions Investments (1)

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
To view this company’s complete investment and acquisition history, request access »

Portfolio Solutions Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

This information is reserved for PitchBook Platform users. To explore Portfolio Solutions‘s full profile, request access.

Request full access to PitchBook

Portfolio Solutions Executive Team (6)

Name Title Board
Seat
Contact
Info
John Bergmann President
Tony Brumley Chief Technology Officer
Florence Affatato General Counsel & Chief Compliance Officer
Anthony Watson Chief Investment Officer
James Gladney Chairman & Chief Executive Officer
You’re viewing 5 of 6 executives. Get the full list »

Portfolio Solutions Board Members (1)

Name Representing Role Since Contact
Info
00000 0000000 Self Chairman & Chief Executive Officer 000 0000