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PORTLAND GLOBAL ADVISORS LLC
CRD 109127 · SEC 801-54256
217 COMMERCIAL ST, SUITE 400, PORTLAND, ME, 04101, United States
Phone
207-773-2773
Fax
207-773-2602
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$1.17B
Team
13 total employees; 11 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsADVISE ON RETENTION OF INV ADVISERS; FAMILY OFFICE AND MISSION & IMPACT SERVICES ARE COMPONENTS OF ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $110.1M |
| High net worth individuals | 168 | $1.02B |
| Charitable organizations | 2 | $29.7M |
| Corporations/business entities | 2 | $12.5M |
States served
VT, AZ, CA, IL, ME, MA, NY, PA, RI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD