PORTFOLIO ADVISORS LLC
CRD #105981 SEC #801-46369 DARIEN, CT 203-662-3456
SEC Registered Private Funds
Total AUM
$44.7B
Discretionary
$28.3B
Employees
157
Clients
--
Accounts
121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $44.7B | $28.3B | $16.4B | 157 | 2 |
| Mar 2025 | $44.7B | $28.3B | $16.4B | 157 | 2 |
| Mar 2024 | $42.2B | $26.6B | $15.6B | 158 | 3 |
| Aug 2023 | $40.8B | $26.5B | $14.3B | 140 | 0 |
| Mar 2023 | $40.8B | $26.5B | $14.3B | 140 | 0 |
| Mar 2022 | $38.3B | $34.1B | $4.2B | 126 | 1 |
| Apr 2021 | $30.6B | $27.4B | $3.3B | 118 | 1 |
| Mar 2021 | $30.6B | $27.4B | $3.3B | 118 | 1 |
| Mar 2020 | $26.9B | $23.8B | $3.2B | 107 | 1 |
| Mar 2019 | $23.5B | $21.5B | $2B | 100 | 4 |
| Mar 2018 | $23.5B | $19B | $4.5B | 99 | 7 |
| Mar 2017 | $37.1B | $14B | $23.1B | 91 | 26 |
| Jan 2017 | $36.4B | $13.7B | $22.7B | 84 | 26 |
| Jan 2017 | $36.4B | $13.7B | $22.7B | 84 | 26 |
| Mar 2016 | $36.4B | $13.7B | $22.7B | 84 | 26 |
| Mar 2015 | $34.2B | $13.5B | $20.6B | 82 | 26 |
| Apr 2014 | $36.2B | $12.9B | $23.3B | 77 | 26 |
| Mar 2014 | $36.2B | $12.9B | $23.3B | 77 | 26 |
| Mar 2013 | $33B | $9.6B | $23.4B | 82 | 26 |
| Apr 2012 | $31.3B | $9.7B | $21.7B | 51 | 26 |
| Mar 2012 | $31.3B | $9.7B | $21.7B | 51 | 26 |
| Apr 2011 | $29B | $8.4B | $20.5B | 51 | -- |
| Mar 2010 | $24.5B | $6.2B | $18.3B | 51 | -- |
| Mar 2009 | $24.1B | $6.5B | $17.6B | 51 | -- |
| Mar 2007 | $10.2B | $2B | $8.1B | -- | -- |
| Mar 2006 | $7B | $1.4B | $5.7B | -- | -- |
| Jul 2001 | $2B | $0 | $2B | -- | -- |
DateDec 2025
Total AUM$44.7B
Discretionary$28.3B
Non-Disc.$16.4B
Employees157
Clients2
DateMar 2025
Total AUM$44.7B
Discretionary$28.3B
Non-Disc.$16.4B
Employees157
Clients2
DateMar 2024
Total AUM$42.2B
Discretionary$26.6B
Non-Disc.$15.6B
Employees158
Clients3
DateAug 2023
Total AUM$40.8B
Discretionary$26.5B
Non-Disc.$14.3B
Employees140
Clients0
DateMar 2023
Total AUM$40.8B
Discretionary$26.5B
Non-Disc.$14.3B
Employees140
Clients0
DateMar 2022
Total AUM$38.3B
Discretionary$34.1B
Non-Disc.$4.2B
Employees126
Clients1
DateApr 2021
Total AUM$30.6B
Discretionary$27.4B
Non-Disc.$3.3B
Employees118
Clients1
DateMar 2021
Total AUM$30.6B
Discretionary$27.4B
Non-Disc.$3.3B
Employees118
Clients1
DateMar 2020
Total AUM$26.9B
Discretionary$23.8B
Non-Disc.$3.2B
Employees107
Clients1
DateMar 2019
Total AUM$23.5B
Discretionary$21.5B
Non-Disc.$2B
Employees100
Clients4
DateMar 2018
Total AUM$23.5B
Discretionary$19B
Non-Disc.$4.5B
Employees99
Clients7
DateMar 2017
Total AUM$37.1B
Discretionary$14B
Non-Disc.$23.1B
Employees91
Clients26
DateJan 2017
Total AUM$36.4B
Discretionary$13.7B
Non-Disc.$22.7B
Employees84
Clients26
DateJan 2017
Total AUM$36.4B
Discretionary$13.7B
Non-Disc.$22.7B
Employees84
Clients26
DateMar 2016
Total AUM$36.4B
Discretionary$13.7B
Non-Disc.$22.7B
Employees84
Clients26
DateMar 2015
Total AUM$34.2B
Discretionary$13.5B
Non-Disc.$20.6B
Employees82
Clients26
DateApr 2014
Total AUM$36.2B
Discretionary$12.9B
Non-Disc.$23.3B
Employees77
Clients26
DateMar 2014
Total AUM$36.2B
Discretionary$12.9B
Non-Disc.$23.3B
Employees77
Clients26
DateMar 2013
Total AUM$33B
Discretionary$9.6B
Non-Disc.$23.4B
Employees82
Clients26
DateApr 2012
Total AUM$31.3B
Discretionary$9.7B
Non-Disc.$21.7B
Employees51
Clients26
DateMar 2012
Total AUM$31.3B
Discretionary$9.7B
Non-Disc.$21.7B
Employees51
Clients26
DateApr 2011
Total AUM$29B
Discretionary$8.4B
Non-Disc.$20.5B
Employees51
Clients--
DateMar 2010
Total AUM$24.5B
Discretionary$6.2B
Non-Disc.$18.3B
Employees51
Clients--
DateMar 2009
Total AUM$24.1B
Discretionary$6.5B
Non-Disc.$17.6B
Employees51
Clients--
DateMar 2007
Total AUM$10.2B
Discretionary$2B
Non-Disc.$8.1B
Employees--
Clients--
DateMar 2006
Total AUM$7B
Discretionary$1.4B
Non-Disc.$5.7B
Employees--
Clients--
DateJul 2001
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees--
Clients--