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5-8 November 2024
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Portfolio Advisors

Profile

Portfolio Advisors is an independent, employee-owned investment management firm based in Connecticut. The firm provides tailored private equity, private real estate and private credit investment solutions through commingled fund of funds programs, separately managed accounts and direct funds. The firm invests on behalf of its clients and funds through primary partnerships, secondary purchase, co-investments and direct mezzanine investments. Portfolio Advisors' client base includes public and private sector pension funds, corporations, foundations, endowments, insurance companies, financial institutions and family offices. In December 2013, the firm took over the management of DLJ Investment Partners' funds I, II and III after their spin-off.