Portfolio Advisors

Evidence PackPROIndependent

Real EstateSTAMFORD, CT, US Website

AUM

$2B

Ownership

independent

Stakeability

54 / LOW

Priority

Tier

Employees

Portfolio Advisors is an independent real estate investment firm specializing in acquiring and managing commercial properties.

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(50)BDC Exposure(8)13F Holders(0)Team(30)ILS Deals(0)Regulatory(7)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Hiring Health

stable

Hiring Score

1 / 100

Tech Sophistication

0 / 100

Growth Signal

stable

Selective hiring

Stakeability Breakdown

54 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

105981

SEC File Number

801-46369

Registration Type

Registered

Filing Date

Dec 3, 2025

Employee Count

Discretionary AUM

$28.3B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$21.3B

Source: SEC IAPD