All advisers

SEC-Registered Investment Adviser

Portfolio Advisors LLC

CRD 105981

Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 27, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.

Registration

Status
Approved
Registered since
April 25, 1994
Principal office
9 Old Kings Highway South, Darien, CT 06820
Organized as
Limited Liability Company, CT
Fiscal year end
December
Other offices
8
Full record on SEC IAPD

Scale

Regulatory AUM
$47.8B
Discretionary / non-discretionary
$29.5B / $18.3B
Attributable to non-US clients
$12.6B
Accounts
123
Clients
4
Employees
164, 83 in advisory roles
Private funds advised
92
Private fund gross assets
$21.9B
Fund types
82 private equity funds, 6 real estate funds, 4 other private funds
Funds with Form D records
9 issuers in AltStreet's ledger, $2.4B reported sold across them

Business, clients and compensation, as filed

Advisory activities
portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
Compensated by
a percentage of assets under management, hourly charges, fixed fees and performance-based fees
Client types
investment companies (1); pooled investment vehicles (113); pension and profit sharing plans; charitable organizations; state or municipal government entities; insurance companies
Also engaged as
other financial product salesperson
Related persons include
a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor and a sponsor, general partner or managing member of pooled investment vehicles
Affiliates
1 broker-dealer, 14 investment advisers

Form ADV Item 11 disclosures

No yes answers on Item 11 as of the latest Form ADV (March 27, 2026). Item 11 covers the firm and its advisory affiliates.

Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →

Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.