← Directory

Portfolio Advisors

VC / PE / Fund of funds / Debt fund · Darien · United States

Address
9 Old Kings Highway South, Darien, CT 06820, US
Email
Website
LinkedIn
Founded
1994
AUM
$94 000 M
Ticket
$50-100 m

Stages

Series ASeries BLate Stage (Series C+)

Investment region

North AmericaEuropeAsia

Industries

Business Services (B2B)SoftwareIT ServicesHealthcare ServicesFintechFinancial ServicesDigitalCleanTechEnergyInfrastructureLife SciencesTechnologyAIHealthTechConsumer ProductsConsumer Services (B2C)LogisticsIndustrial

Profile

Portfolio Advisors is a diversified investment management firm based in Darien, Connecticut, founded in 1994. The firm specializes in private equity, private credit, and real estate investments, focusing on the U.S. middle market. With over 30 years of experience and 14 global offices, Portfolio Advisors is known for its ability to uncover overlooked opportunities and deliver tailored investment solutions. The team comprises seasoned professionals with deep expertise in private markets, committed to optimizing client portfolios through disciplined execution. The firm invests across various segments, including buyout, venture capital, growth equity, and special situations, with a focus on sectors such as technology, healthcare, and infrastructure. Portfolio Advisors manages $94 billion in assets and offers a range of investment platforms, including direct, secondary, and primary investments, as well as junior and senior credit solutions. Their investment strategies are designed to provide strong risk-adjusted returns, catering to both private wealth and institutional investors. Notable investments by Portfolio Advisors include Applied Technical Services - engineering services, Vohra Wound Physicians - healthcare services, EIS - industrial solutions, PPC Flexible Packaging - packaging solutions, and ImageFIRST Healthcare Laundry Specialists - healthcare laundry services. These investments highlight the firm's focus on building long-term partnerships and creating significant value in the U.S. middle market.

Kontakte (2)

NameTitleEmailTelefonLinkedIn
Managing Director — — —
Managing Director — — —

Name, email and phone are partially hidden. Subscribe to see them in full.