Portland Global Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, ME. Its latest Form ADV filing, dated March 26, 2026, reports $1.2B in regulatory assets under management, 13 employees, and 1,010 accounts.
Assets Under Management
$1.2B
Employees
13
Offices
--
Total Clients
304
Primary office
PORTLAND, ME
217 COMMERCIAL ST, SUITE 400, PORTLAND, ME, United States
Top client segmentHNWI represent 55.3% of total clients.
Top client categories% of clientsClients
1
HNWI
55.3%
168
2
Individuals
43.4%
132
3
Charitable
0.7%
2
4
Corporations
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 26, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,010
10Y AUM Change+$735M (+167.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee23:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.