PORTLAND GLOBAL ADVISORS LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 109127
- Registered since
- April 11, 1997
- Website
- www.portlandglobal.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.04%
- Individuals9.37%
- Charitable Organizations2.53%
- Corporations / Businesses1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Portland Global Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 1997. The firm serves both individual/family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services center on financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the publication of periodic written commentary. Portland Global Advisors is not positioned as an ESG specialist, does not identify as a multi-state adviser or pension consultant, and does not act as a separate capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities24%
- US Government Bonds11%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3DEREK JASKULSKI
Principal and Chief Financial OfficerCRD 833250
JOHN SULLIVAN
Principal and Chief Executive OfficerCRD 1770178
LESLIE KLENK
CEO & PrincipalCRD 1637480
Contacts
3 of 8Kathleen Hurley
DirectorCRD 8084580
THOMAS WELLS
DirectorCRD 6553737
RICHARD STRABLEY
Principal and PresidentCRD 1694319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$827M in ETFs
100%
$827M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $79.6M | 122,346 | 9.62% |
Location
PORTLAND, ME
CUMBERLAND
Location
PORTLAND, ME
Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 217 Commercial St
- Time zone
- ET (UTC-5)
- Office locations
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