Portfolio Advisors
$42.20B AUM
private equitysecondary
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.
In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.
Manager news
Nothing found
We do not have any recent news from this manager, try searching
Strategies
Direct InvestmentsSecondary
Direct co-investments allow private equity fund clients to make direct investments into companies alongside the fund sponsor. As a long-term investor in private equity funds, Portfolio Advisors frequently has the opportunity to make these investments on a no-fee, no-carry basis alongside top-tier sponsors, providing reduced economics on top of an already compelling risk/return profile.
Sponsors utilize co-investments as a strategic tool to access additional client capital and to build or strengthen relationships with both new and existing investors. Additionally, offering co-investment rights can help a sponsor tackle more and/or bigger transactions that present significant return potential.
Our Approach
Investing directly in profitable U.S. middle-market companies alongside top-tier sponsors with whom we have longstanding relationships. Key characteristics include:
Leveraging our platform of 300+ primary relationships we have vetted and cultivated over time
Focusing on top-tier sponsors in their core areas of expertise, eliminating two layers of risk in direct investing
Constructing well-diversified portfolios by industry, vintage year and geography, providing additional downside protection
Exclusive and dedicated investment team with an established track record since 2008
Middle-market emphasis in companies that provide greater access to management teams and numerous growth levers in the areas of organic expansion, accretive consolidation opportunities and operating efficiency enhancements
Other managers
iCapital Advisors
New York, United StatesiCapital is the leading global fintech company powering the world’s alternative investment marketplace. We have transformed how the wealth management, banking, and asset management industries facilitate access for clients to private investments, including equity, credit, real estate, infrastructure, structured investments, annuities, and risk-managed solutions. We do this through intuitive, end-to-end technology and supporting services; education tools and resources; and robust diligence, compliance, and portfolio analytics capabilities.
Our solutions enable organizations to streamline and scale their operational infrastructure for alternative investments and to provide access to direct investments and feeder funds at lower minimums through simplified digital workflows.
Follow us for leading market commentary, insightful thought leadership, data-driven research and education as we democratize alternatives to expand beyond the traditional 60/40 portfolio.
private equitysecondary
Morgan Stanley Alternative Investment Partners
New York, United StatesMorgan Stanley Alternative Investment Partners provides institutional investors access to a range of diversified and thematic multi-manager portfolios, secondaries, co-investments, impact investing strategies, and customized solutions.
Morgan Stanley Investment Management's approach is to invest in private equity opportunities on a global scale and across multiple strategies, managers, vintage years, and geographic regions. Nearly 45% of Morgan Stanley's commitments have been made outside the US in a broad variety of strategies, including buyouts, venture capital, secondary investments, mezzanine, distressed, and other special situations.
private equitysecondary
BlackRock Private Equity Partners
Princeton, United StatesBlackRock is a global asset manager and technology provider. Our purpose is to help more and more people experience financial well-being. We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing because our conviction is it delivers better outcomes for investors. We contribute to a more resilient economy that benefits more people.
Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come. That’s why, we’re asking bigger questions – of ourselves, our industry, and the world at large. Questions that challenge convention and give rise to new thinking. Because the bigger questions we ask, the bigger actions we can take.
Follow us for global insights shaping the economy, innovative thinking around the path to net zero and more information on culture and careers at BlackRock.
private equitysecondary
Jasper Ridge Partners
Menlo Park, United StatesJasper Ridge Partners provides discretionary investment management services and customized solutions to prominent families, foundations and global institutions. We have expertise across all major asset classes, including public equity, fixed income, hedge funds, private equity, venture capital, real estate and natural resources.
private equitysecondary
Pegasus Capital Advisors
Stamford, United StatesPegasus is a leading global private markets impact investment manager focusing on sustainability and health. As the first U.S. private equity fund manager accredited by the Green Climate Fund, we are dedicated to fostering sustainable growth while providing attractive returns for our investors. Founded in 1996, Pegasus has invested over USD 2.6 billion across five private equity funds
private equityinfrastructuregrowth
s20 Capital
Draper, United StatesFounded in 2017, s20 Capital invests in companies via secondaries. The firm intends to perform investment supervisory and administration services for a family of funds in the form of limited liability companies or limited partnerships.
private equitysecondary
MML Capital Partners
London, United KingdomMML is an international mid-market private equity investor focused on investing alongside strong management teams and working in partnership with them to deliver their bold expansion plans. Over the last 30 years, we have successfully invested in 150 businesses from our 4 global offices, with €2.7 billion of assets currently under management across our Value-Added Infrastructure, Partnership Capital, and Enterprise strategies.
At MML, we create value from original thinking, designing deals which enable management teams to take the next step on their journey. We focus on a small number of investments where the business case is strong and the chemistry with people is right, and as an independent firm, our Partners take personal responsibility for our part in your success. In our experience, open minds mean better deals, so we take a fresh approach to every single investment, designing them to perfectly fit people, their unique businesses and personal aspirations.
For our investors, our tailored ethos provides access to a unique set of investment opportunities, delivering strong equity returns whilst protecting investor capital.
private equitydevelopment / minority capital
Evoke Advisors
Los Angeles, United StatesAn innovative, independent investment advisory firm that seeks to transcend convention. Insightful and experienced, we strive to provide our clients with a higher level of insight and an institutional perspective to help them achieve attractive, stable investment returns over the long-term. We have decades of experience advising multibillion-dollar institutions and high net-worth families. We believe our deep understanding of global economies and markets produces powerful insights that help clients build portfolios to protect and consistently grow wealth in most economic environments
private equitysecondary
Arsenal Capital Partners
New York, United StatesArsenal is a specialized private equity firm with what it believes are market-leading franchises in the healthcare and industrial sectors. Through deep immersion in our markets, we seek to discern needs and trends and craft technology- and innovation-rich strategies. Together with our management teams, we build high-growth, highly advantaged businesses that win in the market.
buyoutprivate equitygrowth
Apollo Global Management
New York, United StatesApollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. To learn more, please visit www.apollo.com.
Nothing herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of Apollo or any Apollo-managed fund.
private equitysecondary