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SWISS RE PORTFOLIO ADVISORS CORPORATION

Business and Investment Profile

The SWISS RE PORTFOLIO ADVISORS CORPORATION is a privately held investment adviser that advises $4.91Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. SWISS RE PORTFOLIO ADVISORS CORPORATION is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 2,483% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 19.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1301 AVENUE OF THE AMERICAS, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.

Employee Profile

They have 21 employees comprised of 8 investment and 13 non-investment staff. The total number of Employees increased by 250% over the last 5-years.

Asset Profile

Their $4.91Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $4.91Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Insurance-Linked Securities and Multi Strat, representing 80.6% and 19.4% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

SWISS RE PORTFOLIO ADVISORS CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SWISS RE PORTFOLIO ADVISORS CORPORATION

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Keywords: Swiss RE Portfolio Advisors, Swiss RE Insurance-linked Investment Advisors, Swiss
Generated 2026-09-12T06:48:21.3369052.  © 2026 Convergence.