July 14, 2014 5:42 AM ET

Capital Markets

Company Overview of Portfolio Advisors, LLC

Company Overview

Portfolio Advisors, LLC is an investment firm specializing in direct investments, fund of funds investments, and secondary direct and indirect investments. Within direct investments, it specializes in mezzanine financing, leveraged acquisitions and recapitalizations, add-on acquisitions, refinancing, growth capital, and middle market investments. Within fund of funds, the firm usually invests in buyout and corporate finance including large and small or mid-market funds; next-generation funds; special situation funds including distressed securities, mezzanine or structured equity, and secondary funds; real estate including opportunistic and value added funds; venture capital funds including s...

9 Old Kings Highway South

Darien, CT 06820

United States

Founded in 1994

Phone:

203-662-3456

Fax:

203-662-0013

Key Executives for Portfolio Advisors, LLC

Vice President
Senior Managing Director
Chief Financial Officer
Managing Director
General Counsel
Compensation as of Fiscal Year 2014.

Portfolio Advisors, LLC Key Developments

Portfolio Advisors (hong Kong) Ltd Presents at AVCJ 9th Annual Private Equity & Venture Forum USA 2014, Jul-08-2014 02:15 PM

Portfolio Advisors (hong Kong) Ltd Presents at AVCJ 9th Annual Private Equity & Venture Forum USA 2014, Jul-08-2014 02:15 PM. Venue: Harvard Club of New York City, 35 West 44th Street, New York, NY 10036, United States. Speakers: Jonathan A. English, Managing Director.

Portfolio Advisors, LLC Presents at 7th Annual SuperReturn U.S. conference, Jun-09-2014 03:30 PM

Portfolio Advisors, LLC Presents at 7th Annual SuperReturn U.S. conference, Jun-09-2014 03:30 PM. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Speakers: William J. Indelicato, Managing Director, Member of Management Committee, and Member of Investment Committee.

Portfolio Advisors, LLC Presents at 11th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing, Jan-22-2014 through Jan-24-2014

Portfolio Advisors, LLC Presents at 11th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing, Jan-22-2014 through Jan-24-2014. Venue: Montage Resort & Spa, Laguna Beach, California, United States. Presentation Date & Speakers: Jan-22-2014, Kenneth M. Wisdom, Managing Director, Head of Real Estate Group, and Member of Investment Committee. Jan-24-2014, Kenneth Wisdom, Managing Director.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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