PORTLAND GLOBAL ADVISORS LLC
CRD #109127 SEC #801-54256 PORTLAND, ME 207-773-2773
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
13
Clients
--
Accounts
894
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1B | $1B | $0 | 13 | 0 |
| Mar 2025 | $1B | $1B | $0 | 13 | 0 |
| Jan 2025 | $894.6M | $894.6M | $0 | 11 | 0 |
| Nov 2024 | $894.6M | $894.6M | $0 | 11 | 0 |
| Jul 2024 | $894.6M | $894.6M | $0 | 11 | 0 |
| Mar 2024 | $894.6M | $894.6M | $0 | 11 | 0 |
| Mar 2023 | $757.1M | $757.1M | $0 | 10 | 0 |
| Jan 2023 | $865.5M | $865.5M | $0 | 10 | 0 |
| Mar 2022 | $865.5M | $865.5M | $0 | 10 | 0 |
| Mar 2021 | $680.2M | $680.2M | $0 | 9 | 0 |
| Jun 2020 | $591.6M | $591.6M | $0 | 8 | 0 |
| Mar 2020 | $591.6M | $591.6M | $0 | 8 | 0 |
| Mar 2019 | $502.5M | $502.5M | $0 | 8 | 0 |
| Aug 2018 | $529.7M | $529.7M | $0 | 7 | 0 |
| Mar 2018 | $529.7M | $529.7M | $0 | 7 | 0 |
| Mar 2017 | $439.4M | $439.4M | $0 | 6 | 200 |
| Mar 2016 | $390.1M | $357.3M | $32.9M | 6 | 200 |
| Mar 2015 | $361M | $326.5M | $34.5M | 5 | 166 |
| Mar 2014 | $321.3M | $289.2M | $32.1M | 4 | 163 |
| Nov 2013 | $381.1M | $381.1M | $0 | 4 | 155 |
| May 2013 | $381.1M | $381.1M | $0 | 4 | 155 |
| Apr 2013 | $381.1M | $381.1M | $0 | 4 | 155 |
| Mar 2013 | $381.1M | $381.1M | $0 | 4 | 155 |
| Mar 2012 | $365.5M | $365.5M | $0 | 1 | 146 |
| Mar 2010 | $282.5M | $282.5M | $0 | 5 | -- |
| Jan 2007 | $170.5M | $170.5M | $0 | 5 | -- |
| Dec 2006 | $152.7M | $152.7M | $0 | 5 | -- |
| Feb 2006 | $152.7M | $152.7M | $0 | 5 | -- |
| Sep 2005 | $116M | $116M | $0 | 5 | -- |
| May 2002 | $213.3M | $213.3M | $0 | 5 | -- |
DateJun 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees11
Clients0
DateNov 2024
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$894.6M
Discretionary$894.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$757.1M
Discretionary$757.1M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$865.5M
Discretionary$865.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$865.5M
Discretionary$865.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$680.2M
Discretionary$680.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$591.6M
Discretionary$591.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$591.6M
Discretionary$591.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$502.5M
Discretionary$502.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$529.7M
Discretionary$529.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$529.7M
Discretionary$529.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$390.1M
Discretionary$357.3M
Non-Disc.$32.9M
Employees6
Clients200
DateMar 2015
Total AUM$361M
Discretionary$326.5M
Non-Disc.$34.5M
Employees5
Clients166
DateMar 2014
Total AUM$321.3M
Discretionary$289.2M
Non-Disc.$32.1M
Employees4
Clients163
DateNov 2013
Total AUM$381.1M
Discretionary$381.1M
Non-Disc.$0
Employees4
Clients155
DateMay 2013
Total AUM$381.1M
Discretionary$381.1M
Non-Disc.$0
Employees4
Clients155
DateApr 2013
Total AUM$381.1M
Discretionary$381.1M
Non-Disc.$0
Employees4
Clients155
DateMar 2013
Total AUM$381.1M
Discretionary$381.1M
Non-Disc.$0
Employees4
Clients155
DateMar 2012
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees1
Clients146
DateMar 2010
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$213.3M
Discretionary$213.3M
Non-Disc.$0
Employees5
Clients--