Portfolio Advisors LLC
● SEC registered since 1994CRD 105981SEC# 801-46369Darien, CT
Ranks #298 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$47.84B
Fund GAV
$21.94B
Private funds
92
Employees
164
Accounts
123
Location
Darien, CT
Portfolio Advisors LLC assets under management
Portfolio Advisors LLC is an investment advisory firm registered with the SEC based in Darien, CT. The firm has been registered since 1994. It reports $47.8 billion in regulatory assets under management and employs 164 people. Portfolio Advisors LLC manages 92 private funds with combined gross assets of $21.9 billion, including Pa-Ep Fund, L.P. By regulatory assets, it ranks 298 of 6,004 private fund managers.
Portfolio Advisors LLC private funds
92 funds · $21.94B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pa-Ep Fund, L.P. | Private Equity | $5.53B | $250K |
| Portfolio Advisors Secondary Fund IV, LP | Private Equity | $2.4B | $5M |
| Portfolio Advisors Secondary Fund V, LP | Private Equity | $1.52B | $5M |
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Join to unlock · $37/moPortfolio Advisors LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Square Holdings, L.P. Control | Member | Over 75% | 2023 |
| James Robert Peterson Control | Chief Compliance Officer | Under 5% | 2025 |
| Joseph David McGeehin Control | Chief Financial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Portfolio Advisors LLC manage?
Portfolio Advisors LLC reports $47.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Portfolio Advisors LLC manage?
Portfolio Advisors LLC manages 92 private funds with combined gross assets of $21.9 billion.
How many employees does Portfolio Advisors LLC have?
Portfolio Advisors LLC reports 164 employees.
Where is Portfolio Advisors LLC located?
Portfolio Advisors LLC is based in Darien, CT and has been SEC-registered since 1994.
Does Portfolio Advisors LLC disclose fund performance?
Portfolio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 Old Kings Highway South, Darien, CT 06820 |
| Phone | 203-662-3456 |
| Fax | 203-662-0013 |
| Office hours | 8:30 - 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$47.84B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
AUM vs fund managersTop 5%
Larger than 95% of 6,004 private-fund managers
Number of fundsTop 2%
More funds than 98% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$47.84Bregulatory AUM
Discretionary $29.53BNon-discretionary $18.31B
Fund type mix
Private Equity82
Real Estate6
Other Private4
Service providers
Auditor
Custodian
Administrator