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Building 2PORTOLAN CAPITAL MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617-753-6400
NotebookSEC #801-73963
Total AUM
$2B
Employees
12
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO INTERNATIONAL PLACE
SUITE 2630
BOSTON
MA 02110
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
617-753-6400
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
20
Discretionary
$2B
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
14
AUM
$267.1M
Investment Company Clients
1
AUM
$1B
Pooled Vehicle Clients
4
AUM
$597M
Charitable Organization Clients
1
AUM
$110M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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