About PORTOLAN CAPITAL MANAGEMENT, LLC
PORTOLAN CAPITAL MANAGEMENT, LLC is a financial advisory firm that specializes in creating customized investment strategies for its clients. The firm was founded in 2005 and is headquartered in New York City. PORTOLAN CAPITAL MANAGEMENT, LLC is not affiliated with any other financial institutions, allowing the firm to provide unbiased and objective advice to its clients.
How Does the Advisor Help Clients – Key Takeaways:
- Creates customized investment strategies for clients
- Provides unbiased and objective advice
- Not affiliated with any other financial institutions
Facts and Insights
As of 2019, PORTOLAN CAPITAL MANAGEMENT, LLC has over $500 million in assets under management and has a team of 4 experienced advisors. The firm’s primary focus is on managing investment portfolios for individual clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 4 |
Financial Services Offered
PORTOLAN CAPITAL MANAGEMENT, LLC offers a range of financial services to its clients, including investment management, financial planning, and retirement planning. The firm also provides advice on estate planning and risk management.
Client Types
The firm primarily works with individual clients who are seeking professional assistance in managing their investments. PORTOLAN CAPITAL MANAGEMENT, LLC also works with small businesses and institutions to help them achieve their financial goals.
Fees & Compensation
PORTOLAN CAPITAL MANAGEMENT, LLC charges fees based on a percentage of assets under management. The firm also offers hourly rate options for specific financial planning services. Fee schedules may vary depending on the complexity of the client’s financial needs. The firm does not receive any commissions or referral fees, ensuring that their advice is always in the best interest of their clients.
Background
The team at PORTOLAN CAPITAL MANAGEMENT, LLC has a combined experience of over 50 years in the financial services industry. Their extensive knowledge and expertise allow them to create tailored investment strategies for each client’s unique financial situation. The firm is registered with the Securities and Exchange Commission (SEC).
Financial Advisor Disclosures to Know
PORTOLAN CAPITAL MANAGEMENT, LLC has a clean record with the Securities and Exchange Commission. As a fiduciary, the firm is legally bound to act in the best interest of their clients at all times. This means that they must disclose any potential conflicts of interest and always put their clients’ needs first.