Portfolio Advisors
- Company typePrivate
- Founded1994
- HeadquartersPhiladelphia, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
Portfolio Advisors firmographics
Firmographics- Name
- Portfolio Advisors
- Legal name
- Portfolio Advisors LLC
- Website
- https://portad.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Acquired
- Headcount range
- 501–1,000 employees
- Ownership category
- akta.pro rank
Portfolio Advisors industry classification
Industry- Product category
- Institutional Investment Advisory (Private Equity & Real Estate)
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)
Keywords
Where Portfolio Advisors is headquartered
LocationHeadquarters
- HQ city
- Philadelphia
- HQ country
- United States
- HQ region
- North America
Markets served
Portfolio Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Portfolio Advisors product offering
Product offeringCore offering
Portfolio Advisors provides tailored private equity and real estate investment solutions and advisory services to institutional clients, designing customized portfolio strategies across alternative asset classes. The firm historically served as an independent, employee-owned investment advisor with 501-1000 employees, and is now part of FS Investments (Future Standard), a $94B alternative asset manager. Its services focus on manager selection, portfolio construction, and ongoing advisory for large institutional investors such as public pension funds.
Differentiator
Problem solved
Functional benefit
Products and services
- Tailored Private Equity Investment Solutions
- Tailored Real Estate Investment Solutions
- Institutional Alternative-Investment Advisory
Companies that use Portfolio Advisors
Customer profileNamed customers1 record
Ideal customer profiles2 records
Portfolio Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Portfolio Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Portfolio Advisors competitors and assessment
Company assessmentDirect peers
- Hamilton Lane: Hamilton Lane is a leading private markets investment management and advisory firm with hundreds of billions in AUM/advisory assets. It is directly comparable to Portfolio Advisors as a fellow private-markets advisor and was specifically named as a co-defendant in the same PSERS settlement, confirming near-identical business mix and client base.
- Aon Investments USA: Aon's investment advisory arm provides institutional investment consulting and OCIO services to pensions and endowments. It is a direct peer to Portfolio Advisors as a fellow advisor on alternative investments to large public pensions and was a co-defendant in the PSERS matter.
- StepStone Group: StepStone is a private markets-focused investment advisory and direct investing firm serving institutional clients across PE, RE, infrastructure, and credit. It is highly comparable to Portfolio Advisors in mandate scope, client type, and middle-to-large institutional focus.
- Cambridge Associates: Cambridge Associates is a global investment consulting firm providing outsourced CIO and research services to institutional investors, foundations, and endowments. It competes with Portfolio Advisors for private markets advisory mandates and discretionary OCIO engagements.
- Aksia: Aksia is a specialized investment advisor focused on alternative investments for institutional investors, including manager research and portfolio construction. It overlaps with Portfolio Advisors on alternative manager selection and advisory services to pensions and endowments.
- Meketa Investment Group: Meketa is an investment consulting firm providing advisory and OCIO services to public pensions, endowments, and other institutional clients. It competes directly for institutional private markets advisory mandates alongside Portfolio Advisors.
- NEPC: NEPC is an independent investment consulting firm advising institutional clients on asset allocation, manager selection, and private markets. It is comparable to Portfolio Advisors in target client base (public pensions, endowments) and core advisory services.
- Verus Investments: Verus is an independent investment consulting firm serving institutional clients with asset allocation, manager research, and OCIO services. It is a direct peer to Portfolio Advisors in serving public pensions and other institutional asset owners.
Broad incumbents
- Mercer: Mercer, part of Marsh McLennan, is a large global investment consulting and OCIO franchise serving institutional asset owners with broad advisory capabilities including private markets. It competes with Portfolio Advisors on institutional advisory mandates from a much larger parent platform.
- Russell Investments: Russell Investments provides investment solutions, OCIO, and consulting to institutional clients globally, including manager research and private markets capabilities. It is comparable to Portfolio Advisors as a broader incumbent in institutional advisory services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Portfolio Advisors social profiles
Digital presencePortfolio Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Portfolio Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Portfolio Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Portfolio Advisors M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Portfolio Advisors
What does Portfolio Advisors do?
Portfolio Advisors provides tailored private equity and real estate investment solutions and advisory services to institutional clients, designing customized portfolio strategies across alternative asset classes. The firm historically served as an independent, employee-owned investment advisor with 501-1000 employees, and is now part of FS Investments (Future Standard), a $94B alternative asset manager. Its services focus on manager selection, portfolio construction, and ongoing advisory for large institutional investors such as public pension funds.
Is Portfolio Advisors a public or private company?
Portfolio Advisors is a private company. It is classified as corporate owned and is currently acquired.
When was Portfolio Advisors founded?
Portfolio Advisors was founded in 1994. It employs 501 to 1,000 people.
Where is Portfolio Advisors based?
Portfolio Advisors is headquartered in Philadelphia, United States, in the North America region.
Who are Portfolio Advisors's main competitors?
Direct peers on record are Hamilton Lane, Aon Investments USA, StepStone Group, Cambridge Associates, Aksia, Meketa Investment Group, NEPC and Verus Investments. Broad incumbents are Mercer and Russell Investments.
Does Portfolio Advisors have an API?
No public API is recorded for Portfolio Advisors.
What industry is Portfolio Advisors in?
Portfolio Advisors's product category is Institutional Investment Advisory (Private Equity & Real Estate). Its primary akta.pro industry code is BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.