Insights

Strategic merger Portfolio Advisors' recent combination with FS Investments has created a powerhouse managing over $75 billion in assets, offering a diverse range of alternative strategies. This merger presents an opportunity to tap into a larger client base and expand market reach.

Global presence With offices in the U.S., Europe, and Asia, Portfolio Advisors has a strong global presence. This international footprint provides a chance to engage with diverse markets, attract new clients, and offer investment solutions on a global scale.

Industry leadership As an active partner in the U.S. middle market since 1994, Portfolio Advisors stands out as a leader in providing tailored private asset management solutions. Leveraging this reputation for excellence can open doors to new partnerships and client opportunities.

Technological innovation Utilizing a tech stack that includes Amazon Web Services and Microsoft ASP.NET showcases Portfolio Advisors' commitment to technological innovation. Highlighting these advanced technological capabilities can be a differentiator in attracting tech-savvy clients seeking cutting-edge solutions.

Competitive landscape Comparing Portfolio Advisors to similar companies like Allianz Global Investors and BlackRock reveals its niche focus on the U.S. middle market. Emphasizing this specialization can help position the company uniquely and target clients looking for specialized private asset management services.

Similar companies to Portfolio Advisors

Portfolio Advisors Tech Stack

Portfolio Advisors uses 8 technology products and services including Chart.js, OWL Carousel, X-Content-Type-Options, and more. Explore Portfolio Advisors's tech stack below.

Chart.js
Javascript Graphics
OWL Carousel
Javascript Libraries
X-Content-Type-Options
Miscellaneous
MyWebsite
Page Builders
Amazon Web Services
Platform As A Service
HSTS
Security
Microsoft ASP.NET
Web Frameworks
Nginx
Web Servers

Media & News

Portfolio Advisors's Email Address Formats

Portfolio Advisors uses at least 1 format(s):

Portfolio Advisors Email Formats	Example	Percentage
FLast@portad.com	JDoe@portad.com	50%
FLast@portad.com	JDoe@portad.com	50%

Frequently Asked Questions

Where is Portfolio Advisors's headquarters located?

Portfolio Advisors's main headquarters is located at 9 Old Kings Highway South Darien, CT 06820 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Portfolio Advisors's phone number?

You can contact Portfolio Advisors's main corporate office by phone at

+1-203-662-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Portfolio Advisors's official website and social media links?

Portfolio Advisors's official website is portad.com and has social profiles on LinkedIn.

How much revenue does Portfolio Advisors generate?

As of December 2024, Portfolio Advisors's annual revenue reached $35M.

What is Portfolio Advisors's SIC code NAICS code?

Portfolio Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Portfolio Advisors have currently?

As of December 2024, Portfolio Advisors has approximately 170 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Investment Officer: E. C.Chief Compliance Officer & Counsel: D. D.Chief Investment Officer: E. C.. Explore Portfolio Advisors's employee directory with LeadIQ.

What industry does Portfolio Advisors belong to?

Portfolio Advisors operates in the Financial Services industry.

What technology does Portfolio Advisors use?

Portfolio Advisors's tech stack includes Chart.jsOWL CarouselX-Content-Type-OptionsMyWebsiteAmazon Web ServicesHSTSMicrosoft ASP.NETNginx.

What is Portfolio Advisors's email format?

Portfolio Advisors's email format typically follows the pattern of . Find more Portfolio Advisors email formats with LeadIQ.

When was Portfolio Advisors founded?

Portfolio Advisors was founded in 1994.

Portfolio Advisors

Financial ServicesConnecticut, United States51-200 Employees

Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.

In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.