Allocator Index · CRD 109127

PORTLAND GLOBAL ADVISORS LLC

Portland, ME · 207-773-2773 · portlandglobal.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

168

Other individuals

132

HNW assets

$1.02B

Total AUM

$1.17B

Employees

13

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.