Portfolio Advisors LLC

Overview

Portfolio Advisors LLC is an SEC registered investment adviser based in Darien, CT, registered since 1994. It reports $47.8B in assets under management across 123 accounts, with 164 employees.

Reported AUM

$47.8B

Discretionary

62%

Accounts

123

Average account

$389M

Employees

164

Registered since

1994

Jurisdictions

38

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Michael Craig Forman Chief Executive Officer CRD 5517777
• James Robert Peterson Chief Compliance Officer CRD 5632262
• Joseph David McGeehin Chief Financial Officer CRD 5193186

1 more executive officer, with direct contact details

Location

Headquarters

9 Old Kings Hwy S
Darien, CT 06820

County

Western Ct

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 38 jurisdictions
• Website: futurestandard.com

Every state, with registration dates

Similar firms near Darien

• Sprott Asset Management USA Inc.Darien, CT$10.1B AUM
• Westport Capital Partners LLCDarien, CT$8.9B AUM
• Carronade Capital Management, LPDarien, CT$4.8B AUM
• Beirne.Darien, CT$2.3B AUM
• Activant Capital Group LLCDarien, CT$1.6B AUM