Portfolio Advisors’ investment philosophy is centered on prudent diversification and the development of
client-specific portfolios of high quality investments.
Portfolio Advisors’ client investment portfolios span the geographies of the Americas, Europe
and Asia. We invest on behalf of our clients (including PA-sponsored funds) across multiple
strategies including mid-market buyout, mezzanine, distressed, secondaries, venture capital,
private real estate and direct mezzanine.
Strategic Secondary Investments
Portfolio Advisors strives to construct its portfolios with a blend of primary and secondary
investments. We believe that secondary investments are a critical component of a diversified portfolio
because they may enable investors to mitigate the J-curve through the purchase of assets at below fair
market value, and may generate earlier liquidity.
High-Quality Investment Selection
Portfolio Advisors’ senior investment professionals have broad and deep backgrounds in the
private funds industry, which provides the firm with an extensive network of
relationships. Along with our proprietary PRIVILEGe® database, these relationships provide
us with significant market intelligence and access. PA is currently active on more than 150