Insights

Active Investment Strategy Portolan Capital Management focuses on small- and mid-cap equities, employing fundamental analysis and primary research to drive investment decisions. This indicates a preference for targeted, research-driven investment approaches, suggesting potential interest in advanced data analytics, research tools, and financial analytics solutions.

Growing Asset Holdings The firm has recently increased its stakes in multiple companies, including Nerdy, Celestica, Ferroglobe, and Qualys, with investments ranging from approximately 1.6M to over 7M dollars. This demonstrates an active portfolio allocation and ongoing investment expansion, presenting opportunities for financial technology providers, compliance solutions, and portfolio management software.

Mid-Market Focus With a revenue range of 10M to 25M and a small team size, Portolan operates in the mid-market sector, often working with qualified individuals and institutions. There is potential for customized, scalable financial services, SaaS solutions, or tailored investor reporting tools designed for small and emerging asset managers.

Technological Infrastructure The company's tech stack includes Google Cloud, SEO tools, and web frameworks, indicating an emphasis on cloud-based hosting and online presence. This technical footprint suggests openness to cloud services, cybersecurity solutions, and enterprise-grade software that can enhance operational efficiency and online engagement.

Market Engagement Recent investments and public disclosures signal an active market presence and openness to expanding their network of service providers. Engaging with niche financial data providers, investment analysis platforms, and research databases can align well with their strategic growth and portfolio diversification efforts.

Similar companies to Portolan Capital Management

Portolan Capital Management Tech Stack

Portolan Capital Management uses 8 technology products and services including WordPress, Network Solutions, Google Fonts API, and more. Explore Portolan Capital Management's tech stack below.

  • WordPress
    Content Management System
  • Network Solutions
    Domain Name Services
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Lua
    Programming Languages
  • PHP
    Programming Languages

Media & News

Portolan Capital Management's Email Address Formats

Portolan Capital Management uses at least 1 format(s):
Portolan Capital Management Email FormatsExamplePercentage
FLast@portolan.comJDoe@portolan.com
100%

Frequently Asked Questions

Where is Portolan Capital Management's headquarters located?

Minus sign iconPlus sign icon
Portolan Capital Management's main headquarters is located at Boston, Massachusetts United States. The company has employees across 1 continents, including North America.

What is Portolan Capital Management's phone number?

Minus sign iconPlus sign icon
You can contact Portolan Capital Management's main corporate office by phone at . 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 Portolan Capital Management's official website and social media links?

Minus sign iconPlus sign icon
Portolan Capital Management's official website is portolan.com and has social profiles on LinkedIn.

What is Portolan Capital Management's NAICS code?

Minus sign iconPlus sign icon
Portolan Capital Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Portolan Capital Management have currently?

Minus sign iconPlus sign icon
As of June 2026, Portolan Capital Management has approximately 9 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: B. H. F.Chief Financial Officer And Chief Operating Officer: C. N.Head Of Equity Trading: S. R.. Explore Portolan Capital Management's employee directory with LeadIQ.

What industry does Portolan Capital Management belong to?

Minus sign iconPlus sign icon
Portolan Capital Management operates in the Investment Management industry.

What technology does Portolan Capital Management use?

Minus sign iconPlus sign icon
Portolan Capital Management's tech stack includes WordPressNetwork SolutionsGoogle Fonts APIJSON-LDjQuerySiteGroundLuaPHP.

What is Portolan Capital Management's email format?

Minus sign iconPlus sign icon
Portolan Capital Management's email format typically follows the pattern of FLast@portolan.com. Find more Portolan Capital Management email formats with LeadIQ.

When was Portolan Capital Management founded?

Minus sign iconPlus sign icon
Portolan Capital Management was founded in 2004.

Portolan Capital Management

Investment ManagementMassachusetts, United States2-10 Employees

Portolan Capital Management, LLC is a Boston-based SEC registered investment adviser focused on small- and mid-cap equity investing. Portolan employs fundamental analysis and rigorous primary research in its investment decisions and active management of its portfolios. Portolan services qualified individuals, private and public institutions through its management of separate accounts, pooled investment vehicles and within sub-advisory relationships.

Section iconCompany Overview

Headquarters
Boston, Massachusetts United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Portolan Capital Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Portolan Capital Management's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.