Portfolio Advisors

Portfolio Advisors Employee Directory

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.

Find Portfolio Advisors employees' phone numbers or email addresses

Portfolio Advisors Global Highlights

Location
Employees

North America
237

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  • United States Of America
    236
  • Canada
    1

Europe
23

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  • Switzerland
    18
  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Spain
    2

Asia
9

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  • Singapore
    5
  • India
    3
  • Pakistan
    1

Portfolio Advisors's Leadership

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    E. C.
    Chief Investment Officer
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    D. D.
    Chief Compliance Officer & Counsel
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    E. C.
    Chief Investment Officer
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    J. S.
    Chief Compliance Officer
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    P. B.
    Vice President - Private Equity Secondaries
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    A. V. W.
    Head Of Client Solutions Emea
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    C. A.
    Portfolio Business - Technology Leader, Operating Partner I Private Equity
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    D. I.
    Managing Director And Chief Financial Officer - Funds
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Contact profiles from Portfolio Advisors

Name
Title
Contact Info
Location
Last Update
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    C. A.
    Portfolio Business - Technology Leader, Operating Partner I Private Equity
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    Dec 10, 2024
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    E. C.
    Chief Investment Officer
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    United StatesConnecticut
    Nov 05, 2024
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    D. D.
    Chief Compliance Officer & Counsel
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    United StatesConnecticut
    Oct 23, 2024
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    D. I.
    Managing Director And Chief Financial Officer - Funds
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    United StatesConnecticut
    Dec 14, 2023
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    E. C.
    Chief Investment Officer
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    United StatesArizona
    Oct 22, 2024
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    J. G.
    General Counsel And Chief Compliance Officer
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    Oct 18, 2024
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    J. S.
    Chief Compliance Officer
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    United StatesCalifornia
    Oct 23, 2024
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    J. K.
    President
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    United StatesFlorida
    Oct 18, 2024
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    K. W.
    Senior Advisor - Real Estate Founder - Investment Committee Member
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    United StatesConnecticut
    Oct 22, 2024
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    L. J.
    Managing Director And Chief Financial Officer
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    United StatesNew York
    Oct 22, 2024

Frequently Asked Questions

What is Portfolio Advisors known for?

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Portfolio Advisors was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 9 Old Kings Highway South Darien, CT 06820 US; you can contact the main corporate office by phone at . Explore Portfolio Advisors's company overview page for more information.

What is Portfolio Advisors's most common email format?

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Portfolio Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portfolio Advisors email formats with LeadIQ.

How many employees does Portfolio Advisors have currently?

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Portfolio Advisors has approximately 170 employees as of September 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Portfolio Advisors's key employees and leadership?

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As of September 2024, Portfolio Advisors's key employees include:

  • Chief Investment Officer: E. C.
  • Chief Compliance Officer & Counsel: D. D.
  • Chief Investment Officer: E. C.
  • Chief Compliance Officer: J. S.
  • Vice President - Private Equity Secondaries: P. B.

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