Funds Management

Funds-of-Funds/Funds
Portfolio Advisors’ funds have been designed to enable investors to customize their private equity, private real estate and private credit investment programs. Our platform provides investors with the opportunity to select allocation choices among the following strategies and geographies:
 
Global Private Equity
Core Strategies: Buyout; Special Situations; Venture Capital
Opportunistic Strategies: Co-investments; Secondaries
Targeted Strategies: U.S. Middle Market Buyout; Rest of World Middle Market Buyout

 
Global Private Real Estate
Core Strategies: Opportunistic and Value-Added Private Real Estate
Opportunistic Strategies: Secondaries and Co-investments

 
U.S. Private Credit
Strategies: Mezzanine and Credit Secondaries and Co-investments

 
Asian Private Equity
Core Strategies: Pan-Asia and Country-Specific Growth Equity and Middle Market Buyout
Opportunistic Strategies: Secondaries and Co-investments
Mezzanine Funds
In December 2013, Portfolio Advisors acquired the DLJ Investment Partners mezzanine business, including the existing investment team. This business provides private debt and equity capital, on behalf of institutional and other investors, primarily to middle market companies in connection with the financing of leveraged buyout transactions or in support of growth, aquisition, recapitalization and refinancing activity. Since its inception in 1995, this team has raised $3.6 billion of capital commitments dedicated to mezzanine investing and has completed 75 transactions across its various funds.
Specialized Funds
Certain Portfolio Advisors affiliates serve as the general partner or co-manager of several single-client and commingled private equity investment vehicles designed to meet specific client objectives (fund-of-funds or co-investment funds).