Managers/Private credit/Connecticut/Portfolio Advisors

Portfolio Advisors

Portfolio Advisors is a private credit and private equity manager in Darien, CT. It is registered with the SEC as an investment adviser with $47.8B in regulatory assets and 164 staff. It has 22 funds on file.

Funds on file
22
Raised, all funds
$10.7B
Regulatory assets
$47.8B
Staff
164
Pension investors
1
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
PA Direct Credit Opportunities Fund II, L.P. Private credit $690.6M Not given
Dec 2025 Portfolio Advisors Private Equity Fund XII, L.P. Private equity $153.7M Not given
Dec 2025 Portfolio Advisors Private Equity Fund XII (Offshore), L.P. Private equity $207.3M Not given
Nov 2025 Portfolio Advisors Secondary Fund V, L.P. Private equity $550.5M Not given
Nov 2025 Portfolio Advisors Secondary Fund V (Offshore), L.P. Private equity $873.8M Not given
Sep 2025 PA Direct Credit Opportunities Fund IV, L.P. Private credit $111.5M Not given
Sep 2025 PA Direct Credit Opportunities Fund IV (Offshore), L.P. Private credit $322.7M Not given
Jun 2025 Portfolio Advisors Private Equity Fund 2024, L.P. Private equity $85.4M Not given
Jun 2025 Portfolio Advisors Private Equity Fund 2024 (Offshore), L.P. Private equity $32.6M Not given
May 2023 Portfolio Advisors Real Estate Fund VIII, L.P. Private equity $236.3M Not given
Oct 2022 Portfolio Advisors Private Equity Fund XI, L.P. Private equity $880.4M Not given
Jul 2022 Portfolio Advisors Private Equity Fund 2022 (Offshore), L.P. Private equity $86.7M Not given
May 2022 Portfolio Advisors Private Equity Fund XI (Offshore), L.P. Private equity $211M Not given
Apr 2022 Portfolio Advisors Private Equity Fund 2022, L.P. Private equity $0 Not given
Jan 2022 Portfolio Advisors Secondary Fund IV, L.P. Private equity $2.7B Not given
Jan 2022 Portfolio Advisors Secondary Fund IV (Offshore), L.P. Private equity $1.4B Not given
Jul 2021 Portfolio Advisors Asia Secondary Fund VII, L.P. Private equity $165.8M Not given
Apr 2021 PA Direct Credit Opportunities Fund III (Offshore), L.P. Private credit $397.9M $397.9M
Jan 2021 Portfolio Advisors Private Equity Fund X, L.P. Private equity $636.9M Not given
Jan 2021 PA Direct Credit Opportunities Fund III, L.P. Private credit $709M Not given
Jan 2021 PA Secondary Fund IV (Ireland), a sub-fund of Portfolio Advisors ICAV Private equity $132.6M Not given
Oct 2020 Portfolio Advisors Private Equity Fund X (Offshore), L.P. Private equity $143.9M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$47.8B
Employees164
Clients113 private funds and 1 registered fund.
Control personsDavid, Jason Adelman, Elizabeth, Merritt Campbell, Adam, Gerard Clemens, Daniel, Francis Dwyer, Jesse, Sevin Eisenberg, Michael, Craig Forman.
Private funds89 private funds holding $20.5B in gross assets.

Private funds it reports

FundTypeGross assets
Pa-ep Fund Private equity $5.4B
Portfolio Advisors Secondary Fund IV Private equity $2.7B
PA Direct Credit Opportunities Fund Iii Private equity $1.1B
Portfolio Advisors Secondary Fund Iii Private equity $1.1B
PA Blue Fund Private equity $869.3M
PA Palace Fund Private equity $699.7M
Portfolio Advisors Private Equity Fund IX (offshore) Private equity $623.7M
Portfolio Advisors Private Equity Fund Viii (offshore) Private equity $526M
Portfolio Advisors Private Equity Fund X Private equity $495.7M
PA Co-investment Fund IV Private equity $391M
Portfolio Advisors Private Equity Fund 2022 Private equity $388.2M
Portfolio Advisors Private Equity Fund XI Private equity $365M
PA Direct Credit Opportunities Fund II Private equity $358.1M
Portfolio Advisors Real Estate Fund Vii Real estate $294.7M
Portfolio Advisors Real Estate Fund Viii Real estate $291.1M