The PORTFOLIO ADVISORS, INC. is a privately held investment adviser that advises $1.52Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. PORTFOLIO ADVISORS, INC. 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 91.67% over the last 5-years.
The Group has been registered with the SEC for 35.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7571 N. REMINGTON AVE., STE. 105, FRESNO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $1.52Bn in assets advised are owned by 11 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.26Bn or 82.8% of Total Assets and High Net Worth Individuals own $196.87mn or 12.97% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 96.81% and 3.19% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PORTFOLIO ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.