Portfolio Advisors
Tailored private equity and real estate investment solutions through separately. Learn more
Launch date
Employees
Darien Connecticut (HQ)
Notable known LPs: TriHealth Retirement Plan, U.F.C.W. Consolidated Pension Fund, Christian Education Charitable Trust, Trefilia Capital, Community Foundation of Greater Flint, Cincinnati Retirement System, San Jose Police and Fire Department Retirement System, Compact Trust Fund for the People of the Federated States of Micronesia, Ilmarinen Mutual Pension Insurance Company, Cement Masons Pension Trust Fund for Northern California, JKAF, Meijer Foundation, Deseret Healthcare Employee Benefits Plan, Silicon Valley Community Foundation Long-Term Growth Pool, Colorado PERA, Kaiser Permanente 401(k) Retirement Plan, Oakland University Endowment, Greater Des Moines Community Foundation, Charles K. Blandin Foundation, Southeastern Pennsylvania Transportation Authority Pension Plan, Lehigh Valley Health Network Retirement Plan, Etera, East Tennessee Technology Park Pension Plan for Grandfathered Employees, Oklahoma Seed Capital Fund, Deseret Mutual Master Retirement Plan, Snap-on Tools Collective Investment Trust, Kinder Morgan Retirement Plan Master Trust, Indiana Laborers Pension Fund, City of Miami Fire Fighters' and Police Officers' Retirement Trust, The Sharon D. Lund Foundation, Northeast Carpenters' Pension Fund, Watson-Brown Foundation, Missouri State Employees' Retirement System, Hudson-Webber Foundation, St. Clair Hospital Retirement Plan, Arrowood Indemnity Company, Local 68 Engineers Union Pension Plan, Colcom Foundation, Eversource Retirement Plan Master Trust, Laborers' District Council Construction Industry Pension Fund, Graybar Electric Company Pension Plan, Diebold Nixdorf, Incorporated U.S. Pension Plan, Missouri Local Government Employees' Retirement System, Iowa West Foundation, STP Nuclear Operating Company Retirement Plan, University of West Florida Foundation, Shands HealthCare Pension Plan, Austin Fire Fighters Relief & Retirement Fund, Larry L. Hillblom Foundation, Diebold Pension Master Trust, United States Steel Corporation Plan For Employee Pension Benefits, Denver Public Schools Retirement System, Edward A And Ai O Shay Family Foundation, Northeast Carpenters Annuity Fund, Metropolitan Life Insurance Company, Almenni Pension Fund, Colorado School Division Pension, Rio Tinto America Master Retirement Trust, City of Homestead General Employees Pension Plan, Bell Atlantic Master Trust, National Stabilization Agreement of the Sheet Metal Industry Active Employee Plan, Old Dominion University Endowment, Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund, Duke Energy Corporation Master Trust, Frey Foundation, Crown Equipment Corporation Retirement Plan, San Francisco Employees' Retirement System, Houston Firefighters' Relief and Retirement Fund, Arrowood Surplus Lines Insurance Company, Newport News Employees Retirement Fund, Texas Permanent School Fund, Securian Financial Group Retirement Plan and Trust Agreement, Helis Foundation, Rush University Medical Center, The Community Foundation for Northeast Florida, The Russell Family Foundation, Temple Firemen's Relief and Retirement Fund, Rollins College Endowment, The Scripps Research Institute Cash Balance Retirement Plan, Eddie And Jo Allison Smith Family Foundation, The Coleman Foundation, Santa Barbara Foundation, Maclellan, The Hanover Insurance Group, United States Steel Plan for Retiree Insurance Benefits, Montana Board of Investments, Pension Fund of the Christian Church, The Timken Company Collective Investment Trust for Retirement Trusts, Rio Tinto America Retirement Plan, Strathclyde Pension Fund, ILGWU Death Benefit Fund 2, UPS Pension Plan, NiSource Master Retirement Trust, Wellspan Health System Pension Plan, South Yorkshire Pensions Authority, Kinder Morgan Retirement Plan A, Miami Beach Fund for Firefighters and Police Officers, H-E-B Brand Savings & Retirement Plan, Retirement Plan for Non Legal Employees of STB, Birta lífeyrissjóður, Kapan Pensioner, Montreal Urban Community Police Pension Fund, Connelly Foundation, County Employees' Retirement Fund of Missouri, San Jose State University, Haynes and Boone Partners Retirement Plan, Nicola Wealth Management, Weston Havens Foundation, Chrest Foundation, Unum Group Pension Plan, Midwest Operating Engineers Welfare Fund, Mutual of Omaha Retirement Income Plan, State of Michigan Retirement Systems, Altman Foundation, Utah Retirement Systems, The Goodyear Tire & Rubber Company Common Trust, Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United, Doris Duke Charitable Foundation, Omaha Insurance Company, National Life Group, Athene Annuity & Life Assurance Company, Hartford Life and Accident Insurance Company, Talcott Resolution, Pacific Indemnity Company, UPS Retirement Plan, OXY MRT Consolidated, Hartford Accident and Indemnity Company, El Paso City Employees' Retirement Trust, Bethesda Retirement Plan, Life Insurance Company of North America, Liquor & Allied Workers Local No. 3 Pension Fund Salesmen Division, Les Schwab Profit Sharing Retirement Plan, Minnesota State Board of Investment, Nassau Financial Group, AIG Edison, I.A.T.S.E. Local No. 33 Pension Trust Fund, Consolidated Retirement Plan, City of Lakeland Employees' Pension and Retirement System, Consolidated Pension Plan of Hackensack Meridian Health, Lyondellbasell Master Trust, ILGWU Death Benefit Fund 3, Teachers’ Retirement System of Louisiana (TRSL), Illinois State Board of Investment, Cigna Group, Irene Diamond Fund, ILGWU Death Benefit Fund 4, Arkansas Teacher Retirement System, State of Michigan, BL Squared Foundation Trust, Everlake, Federal Insurance Company
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EditPortfolio Advisors is an independent, private markets investment specialist founded in 1994 with $30.6 billion in assets under management. We provide tailored private equity, private real estate and private credit investment solutions through commingled funds and custom advisory solutions via primary partnerships, secondary purchases, equity co-investments, and direct senior and junior credit investments.
Headquartered in Darien, CT, Portfolio Advisors also has offices in Switzerland and Hong Kong. With over 100 employees worldwide, our customized approach to private markets investing has led to high investor retention and broad recognition in the institutional investment consulting arena. By partnering with Portfolio Advisors, investors may gain access to customized private markets solutions, extensive relationships in the general partner community, differentiated deal flow, and established results across private equity, private credit and real estate. Approximately 1,900 limited partners have invested in various Portfolio Advisors sponsored funds.
Portfolio Advisors has been an Investment Advisor registered with the U.S. Securities and Exchange Commission since 1994, and is also a Qualified Professional Asset Manager in the U.S.
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