PORTFOLIO ADVISORS LLC

RIASEC RegisteredEst. 1994

Total AUM

$47.8B

Discretionary

$29.5B

62% of AUM

Avg account

$389M

Accounts

123

Employees

164

Advisory reps

Firm details

Headquarters: DARIEN, Connecticut
CRD number: 105981
Registered since: April 25, 1994
Website: www.portad.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles51.58%
State / Municipal Government37.73%
Charitable Organizations4.83%
Investment Companies3.52%
Pension & Profit Sharing Plans2.32%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Portfolio Advisors LLC is an SEC-registered limited liability company that has been operating since 1994 and positions itself primarily as a manager and sponsor of pooled investment vehicles. The firm focuses on serving institutional clients and fills multiple roles across the investment lifecycle: portfolio management for investment companies and pooled vehicles, manager selection, and acting as sponsor or general partner of funds. It conducts other financial-product sales activities and maintains industry affiliations that include broker‑dealer relationships and commodity pool/CTA activity. The firm reports a mix of fee arrangements—asset-based fees alongside hourly, fixed, and performance-based charges—consistent with a manager that runs private-capital vehicles and provides bespoke advisory mandates. Portfolio Advisors also self-identifies as an active ESG investor, which informs how it sources and oversees investments across its funds and advisory programs.