Portfolio Advisors LLC
Legal Name: PORTFOLIO ADVISORS LLC
Full Contact Details
Portfolio Advisors LLC
9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT
203-662-3456
203-662-0013
Other Info
Portfolio Advisors LLC, a CT Limited Liability Company, boasts 100 employees, with 65 of them occupying advisory positions. The firm's impressive client base includes 4 notable clients. The SEC lists the firm's status as 'Approved,' with registration dating back to Apr 25, 1994.
Home - Portfolio Advisors
Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and phil…
Home - Portfolio Advisors
Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and phil…
Direct Owners
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ADAM GERARD CLEMENS
MANAGING DIRECTOR owns less than 5%
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BENJAMIN SANGHO HUR
MANAGING DIRECTOR owns less than 5%
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BRIAN POTTER MURPHY
MANAGING DIRECTOR owns less than 5%
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CHARLES WILLIAM HARPER
MANAGING DIRECTOR owns less than 5%
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CHRISTOPHER JOSEPH GENOVESE
MANAGING DIRECTOR owns less than 5%
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CHRISTOPHER T RUDER
OWNER owns more than 5% but less than 10%
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COLIN C STAUFFER
MANAGING DIRECTOR owns less than 5%
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DANIEL CHRISTOPHER IAMICELI
CHIEF FINANCIAL OFFICER-FUNDS owns less than 5%
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DANIEL FRANCIS DWYER
CHIEF COMPLIANCE OFFICER owns less than 5%
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DIRK LIENEMANN
MANAGING DIRECTOR owns less than 5%
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DONNA OSWALD SMOLENS
OWNER owns less than 5%
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ELIZABETH MERRITT CAMPBELL
MANAGING DIRECTOR owns less than 5%
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ERIC JOHN STAUB
MANAGING DIRECTOR owns less than 5%
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ERIC LEE THUNEM
MANAGING DIRECTOR owns less than 5%
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GREGORY J GARRETT
MANAGING DIRECTOR owns less than 5%
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HARRY DUANE PIERANDRI
MANAGING DIRECTOR owns less than 5%
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HUGH J. PERLOFF
MANAGING DIRECTOR owns more than 5% but less than 10%
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IGOR MAYA DACOSTA
MANAGING DIRECTOR owns less than 5%
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INDELICATO FAMILY TRUST
OWNER owns less than 5%
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JASON LANDON
MANAGING DIRECTOR owns less than 5%
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JEFFREY CHO
MANAGING DIRECTOR owns less than 5%
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JESSE EISENBERG
MANAGING DIRECTOR owns less than 5%
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JOHN MORROW KYLES
MANAGING DIRECTOR owns less than 5%
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JONATHAN A ENGLISH
MANAGING DIRECTOR owns less than 5%
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KENNETH BINICK
MANAGING DIRECTOR owns less than 5%
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KENNETH MARK WISDOM
MANAGING DIRECTOR owns more than 5% but less than 10%
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LAUREN JOHNSON
CHIEF FINANCIAL OFFICER - CORPORATE owns less than 5%
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NICOLAS VON DER SCHULENBURG
MANAGING DIRECTOR owns more than 5% but less than 10%
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PATRICK E CONNOLLY
MANAGING DIRECTOR owns less than 5%
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PATRICK GERBRACHT
MANAGING DIRECTOR owns less than 5%
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PAUL ROWLAND CROTTY
OWNER owns less than 5%
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PETER SCHWANITZ
MANAGING DIRECTOR owns less than 5%
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THE BPM FAMILY TRUST
OWNER owns more than 10% but less than 25%
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THE CLAIRE C. GRIDLEY TRUST
OWNER owns less than 5%
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TODD ALGER HUGHES
MANAGING DIRECTOR owns more than 5% but less than 10%
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WILLIAM JOSEPH INDELICATO
MANAGING DIRECTOR owns more than 5% but less than 10%
Indirect Owners
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BLAKE MURPHY
TRUSTEE
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CHRISTINE V CROTTY
TRUSTEE
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LOUISE MURPHY
TRUSTEE
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PATRICIA INDELICATO
TRUSTEE
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SUSAN DELONG
TRUSTEE
Prime Brokers
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COMPUTERSHARE
United States