Portfolio Advisors

Asset Manager SEC-registered adviser

Legal name: Portfolio Advisors LLC

Darien, CT Website LinkedIn X

AUM

$47.8B
Regulatory AUM

Private funds

92
Private Equity 82 · Real Estate 6 · Other 4

Private fund assets

$21.6B
Gross asset value

Employees

164

Last Form D raise

Dec 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

D
Member, Franklin Square Holdings GP
M
Managing Member, Franklin Square Holdings GP
M
Trustee, The 2011 Forman Investment Trust
T
Trustee, The 2011 Forman Investment Trust

Funds(92)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Portfolio Advisors Private Equity Fund XII, LPPrivate Equity$157.9M$153.7M29Dec 2025Warm
Pa Mac Fund, L.P. - Commander SeriesPrivate Equity$107.8M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Saguaro SeriesPrivate Equity$93.9M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Accel SeriesPrivate Equity$40.7M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Ram SeriesPrivate Equity$31.0M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Accel Series IIPrivate Equity$25.5M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Landing SeriesPrivate Equity$24.9M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Banca March SeriesPrivate Equity$22.2M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Panther SeriesPrivate Equity$19.9M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Ais Equity SeriesPrivate Equity$15.7M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Dynasty SeriesPrivate Equity$13.9M$589.1M34Dec 2025Warm
Pa Mac Fund LP - Pelican SeriesPrivate Equity$13.9M$589.1M34Dec 2025Warm
Pa Mac Fund - Blossom SeriesPrivate Equity$11.8M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Arrow SeriesPrivate Equity$11.8M$589.1M34Dec 2025Warm
Pa Mac Fund, L.P. - Wildflower SeriesPrivate Equity$9.9M$589.1M34Dec 2025Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105981
SEC file number
801-46369

Sources