Portland Global Advisors LLC
● SEC registered since 1997CRD 109127SEC# 801-54256Portland, ME
Reg. AUM
$1.17B
Employees
13
Accounts
1,010
Location
Portland, ME
Portland Global Advisors LLC assets under management
Portland Global Advisors LLC is a registered investment adviser overseen by the SEC based in Portland, ME. The firm has been registered since 1997. It reports $1.2 billion in regulatory assets under management and employs 13 people.
Portland Global Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craftsbury, Limited Liability Company | Member (class A Units) | 5-10% | 1997 |
| David E Smith Control | Chief Financial Officer, Treasurer, Director | Under 5% | 2024 |
| John Barker Sullivan Control | Ceo; Member (class B Units); Elected Manager | 25-50% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Portland Global Advisors LLC manage?
Portland Global Advisors LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Portland Global Advisors LLC have?
Portland Global Advisors LLC reports 13 employees.
Where is Portland Global Advisors LLC located?
Portland Global Advisors LLC is based in Portland, ME and has been SEC-registered since 1997.
Does Portland Global Advisors LLC disclose fund performance?
Portland Global Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 217 Commercial St, Suite 400, Portland, ME 04101 |
| Phone | 207-773-2773 |
| Fax | 207-773-2602 |
| Office hours | 8:30 a.m.To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1504941 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.17B▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.17Bregulatory AUM
Discretionary $1.17B