Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike.

In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.

Credit

Investment Management

Real Estate

Portfolio Advisors

Michael Forman

Ong Zi Hui

Norman Praetor

Michael Pelli

Jacob Banach

Filip Mitrovic

Esai Vazquez-Marentes

Claire Kozmetsky

Anish A.

Daniel Dwyer

Elizabeth Campbell

Lauren Johnson

Peter Rand

The Accounting and Finance team at Portfolio Advisors is responsible for managing the financial health and reporting of the company's diverse investment funds. This includes overseeing fund accounting, financial reporting, audit coordination, and compliance with regulatory standards. The team ensures accurate and timely financial information for stakeholders, supports investment decision-making, and contributes to the strategic financial planning of the company.

Accounting and Finance

Investment & Finance

Leadership Team

Accounting and Finance

About

Team members

Other teams at Portfolio Advisors

Investment & Finance

Leadership Team