Portfolio Advisors (or "PA") focuses on three complementary lines of business:
We provide separate account Investment Advisory Services on both a discretionary and non-discretionary basis.
Portfolio Advisors currently has $36 billion in assets under management (AUM).*
Portfolio Advisors manages private equity, private real estate and private credit funds-of-funds as well as direct funds. PA currently
manages 29 funds which, in the aggregate, represent over $15 billion in investor commitments (the AUM of these funds is
included in total firm AUM). Within our funds, we seek to diversify investments across a broad range
of strategies and geographies.
Administration and Reporting
In addition to our separate account advisory and fund management businesses, PA has a
number of larger institutional clients for whom we provide Portfolio Administration and
Reporting Services only. Portfolio Advisors provides Portfolio Administration and
Reporting Services for all clients representing approximately $46 billion in original
private equity and private real estate commitments. Our proprietary PRIVILEGe® database
contains details on more than 1,900 partnerships.