PORTOLAN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 157542
- Registered since
- March 30, 2012
- Website
- portolan.com
- Custodians
- THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies51.81%
- Pooled Investment Vehicles29.53%
- HNWI13.21%
- Charitable Organizations5.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Portolan Capital Management, LLC is a privately owned hedge fund manager organized as an LLC and registered with the SEC since 2012. The firm serves both high-net-worth individuals and family clients as well as institutional investors, providing portfolio management across single accounts, pooled vehicles and investment companies. Portolan operates in sponsor/GP and CPO/CTA capacities, running pooled investment vehicles and charging a mix of asset-based and performance-linked fees. The firm states no active ESG investment program and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4CHRISTOPHER NARDONE
Chief Financial OfficerCRD 5183494
GEORGE MCCABE
Founder & CIOCRD 5072396
BETSY FLAHERTY
Chief Compliance OfficerCRD 5210795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 2 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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