The PORTOLAN CAPITAL MANAGEMENT, LLC is a privately held investment adviser that advises $2.02Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PORTOLAN CAPITAL MANAGEMENT, LLC is a Public/Private Fund Assets increased by 65.06% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at TWO INTERNATIONAL PLACE SUITE 2630, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 12 employees comprised of 4 investment and 8 non-investment staff. The total number of Employees increased by 9.09% over the last 5-years.
Their $2.02Bn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $1.05Bn or 51.81% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $596.99mn or 29.53% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
PORTOLAN CAPITAL MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.