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Real Estate Investment Firms / PORTFOLIO ADVISORS LLC
SEC Form ADV profile

PORTFOLIO ADVISORS LLC

Real estate private fund disclosures for an investment manager based in DARIEN, CT. Latest included filing submitted 2026-03-27.

$721 millionreported non-feeder gross assets
6reported real estate funds
0funds not marked fund-of-funds
100%report an annual audit

What the filing shows

PORTFOLIO ADVISORS LLC reports 6 U.S.-organized real estate funds and 6 real estate funds across all reported jurisdictions. 6 are marked as fund-of-funds.

Positive minimum commitments reported across these funds range from $5.0 million. That figure is what a fund reports routinely requiring from outside fund investors. It is not the manager's property investment check size.

Reported real estate funds

Sorted by gross asset value. Gross assets are reported by the manager and can overlap across master, feeder, parallel, and related fund structures.

FundOrganizedGross assetsInvestor minimumOwnersAnnual audit
PORTFOLIO ADVISORS REAL ESTATE FUND VIII, L.P.805-5424396867 · Master · Fund-of-fundsDelaware$275 million$5.0 million35Yes
PORTFOLIO ADVISORS REAL ESTATE FUND VII, L.P.805-3611023896 · Master · Fund-of-fundsDelaware$217 million$5.0 million13Yes
PORTFOLIO ADVISORS REAL ESTATE FUND VI, L.P.805-1343838566 · Master · Fund-of-fundsDelaware$105 million$5.0 million24Yes
PORTFOLIO ADVISORS REAL ESTATE FUND V, L.P.805-7588080077 · Master · Fund-of-fundsDelaware$59.9 million$5.0 million48Yes
PORTFOLIO ADVISORS REAL ESTATE FUND IV, L.P.805-3697707706 · Fund-of-fundsDelaware$45.6 million$5.0 million24Yes
PORTFOLIO ADVISORS REAL ESTATE FUND III, L.P.805-7871003305 · Fund-of-fundsDelaware$18.1 million$5.0 million12Yes

Source and limits

Source: SEC Investment Adviser Public Disclosure, Form ADV. Firm status checked 2026-08-20. Fund detail through 2026-07-31. CRD 105981, SEC 801-46369.

Form ADV is a regulatory disclosure, not a live deal mandate. It does not report property type, target geography, current fundraising status, available capital, or whether a manager accepts unsolicited proposals. Contact the firm and review current offering documents before relying on any figure.

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Educational only. Not financial, legal, investment, or tax advice. Big Brain Funding is not an investment adviser, broker-dealer, placement agent, lender, or broker of record. This profile is not an endorsement, recommendation, securities offering, or statement that the firm is available for a transaction.