SourcingSourcing

PORTFOLIO ADVISORS LLC

C28
CRD 105981·SEC 801-46369·DARIEN, CT
AUM
$47.84B
$1B+
Est. Revenue
$478.4M
@ 1% on AUM
Est. EBITDA
$143.5M
@ 30% margin
Est. Deal Value
$1.15B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PORTFOLIO ADVISORS LLC
CRD
105981
SEC file #
801-46369
EIN
000000000
DBA names
—

Economics

AUM
$47.84B
AUM band
$1B+
AUM trajectory
'20'26
$23.53B → $47.84B▲ +103%
Client mix
Pooled Investment Vehicles113
Investment Companies1

Operations

Employees (total)
164
Advisory staff (per ADV)
83
Advisory staff (5-yr trend)
'20'26
65 advisors → 83 advisors▲ +28%
Primary office
DARIEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
futurestandard.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRANKLIN SQUARE HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FRANKLIN SQUARE HOLDINGS, L.P.
BRYANT, MARC, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FUTURESTANDARD.COM
Rdap Domain Creation Date
2003-03-16T19:13:35Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy Corporate Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Participants
168
Form 5500 Total Compensation
926,320
Form 5500 Compensation Trajectory 3y
2026485,608
2025440,712
20240
Form 5500 Plan Count Trajectory 3y
20255
20241
20261
Schedule C Total Compensation
926,320
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001459353
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2009-03-25
Edgar Last Filing Date
2009-03-25
Edgar Form D Count
1
Edgar Form D Offerings
2009-03-252009-03-25 · 0001459353-09-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James22
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
C/O PORTFOLIO ADVISORS, LLC9 OLD KINGS HIGHWAY SOUTHDARIEN, CT 06820
Business
C/O PORTFOLIO ADVISORS, LLC9 OLD KINGS HIGHWAY SOUTHDARIEN, CT 06820
Edgar EIN
000000000
Edgar Recent Filings
D2009-03-25 · 0001459353-09-000001
Fee Schedule
Bracket X100
Bracket I0
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-16T18:13:35Z
Rdap Domain Last Changed
2026-03-04T14:26:48Z
Rdap Nameservers
Janet.ns.cloudflare.comTony.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (4)

4
BRYANT, MARC, ROBERT
Executive Officer · 2.5%
4516386
FORMAN, MICHAEL, CRAIG
Executive Officer · 2.5%
5517777
MCGEEHIN, JOSEPH, DAVID
Executive Officer · 2.5%
5193186
PETERSON, JAMES, ROBERT
Executive Officer · 2.5%
5632262