Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Portland, ME HQ: Portland, ME

Portland Global Advisors

$1.2B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($97.3M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Energy Transition, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
15
5 Open Source Trails Below
Sum of Disclosed Rows
$97.3M
Total AUM: $1.2B
Median Disclosed Amount
$7.5M
Range: $2.5M – $9.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Portland Global Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Kepe Selling Fund IIAdviser 7.B Vehicle Energy Transition 2025
$9.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sands Life Pulse IIIAdviser 7.B Vehicle Venture Capital 2025
$8.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Asana Partners Fund II, LPAdviser 7.B Vehicle Real Estate 2025
$7.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Special VIAdviser 7.B Vehicle Private Credit 2025
$6.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Loomis, Sayles & Co., L.P.Adviser 7.B Vehicle Real Assets 2025
$6.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Portland Global Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Portland Global Advisors (Portland, ME) committed $6.7M to Loomis, Sayles & Co., L.P. (Real Assets sleeve) under its 2025 private markets pacing program ($3.5M allocation gap toward a 21.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-06-11

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Portland Global Advisors

567 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Portland Global Advisors (14 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Fairfax County Employees (FCERS-VA)

Public Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sands Life Pulse III (2024 Vintage)
Portland Global Advisors: $8.5M · SEC Form ADV 7.B
Fairfax County Employees (FCERS-VA): $2.0M (Holding / Fair Value) · CAFR / Board Packet (FCERS FY2025 ACFR, p.64)

Additional shared vehicles: Marathon Eco III (2018 Vintage) · Landmark Re Sec VIII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 3 Shared Vehicles

Fairfax County Police (FCPORS)

Public Pension Plan Mid-Atlantic / DC Metro
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Marathon Eco III (2018 Vintage)
Portland Global Advisors: $8.5M · SEC Form ADV 7.B
Fairfax County Police (FCPORS): $13.4M (Holding / Fair Value) · CAFR / Board Packet (FCPORS FY2025 ACFR, p.67)

Additional shared vehicles: Sands Life Pulse III (2024 Vintage) · Landmark Re Sec VIII (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 3 Shared Vehicles

Ingalls Investment Management

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crow Holdings Realty Partners X (2023 Vintage)
Portland Global Advisors: $3.5M · SEC Form ADV 7.B
Ingalls Investment Management: $10.0M · SEC Form ADV 7.B

Additional shared vehicles: Dover Street XI (2023 Vintage) · Marathon Eco III (2018 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+564 Additional Institutional LPs Report Shared Vehicles with Portland Global Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Portland Global Advisors

You are viewing 5 open public preview records (out of 15 total tracked records for Portland Global Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (567 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Portland Global Advisors and our interactive GP workspace.

Strategies Disclosed by Portland Global Advisors

Real Estate LPs →Private Credit LPs →Buyout LPs →Energy Transition LPs →Venture Capital LPs →

Frequently Asked Questions: Portland Global Advisors

What type of institutional allocator is Portland Global Advisors and what is their typical disclosed ticket size?

Portland Global Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Portland, ME; Headquarters: Portland, ME). Across 15 historical disclosure records tracked on Prilago ($97.3M total parsed USD across disclosed rows), the median disclosed amount is $7.5M (range: $2.5M to $9.1M).

Which private-market strategies appear in Portland Global Advisors's public disclosures?

Portland Global Advisors has disclosed records across Real Estate, Private Credit, Buyout, Energy Transition, Venture Capital. Open preview records include Kepe Selling Fund II (2025 Vintage), Sands Life Pulse III (2025 Vintage), Asana Partners Fund II, LP (2025 Vintage), Strategic Special VI (2025 Vintage).

How are Portland Global Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Portland Global Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Portland Global Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/portland-global-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Portland Global Advisors?

In Prilago's bilateral commitment graph, Portland Global Advisors shares resolved underlying fund vehicles with 567 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Fairfax County Employees (FCERS-VA) (3 shared vehicles, e.g. Sands Life Pulse III (2024 Vintage)), Fairfax County Police (FCPORS) (3 shared vehicles, e.g. Marathon Eco III (2018 Vintage)), Ingalls Investment Management (3 shared vehicles, e.g. Crow Holdings Realty Partners X (2023 Vintage)).

Related Family Office / MFO & Portland, ME Institutional LPs

Brighton Jones (32)Btg Pactual Asset Management US (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)Rwa Wealth Partners (32)Sequoia Financial Group (32)Silvercrest Asset Management Group (32)Tethys SAS (Bettencourt Meyers Family Office) (32)