Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2025-02-07 | D/A | $1.34B | 215 | |
| 2026-01-21 | D/A | $1.6B | 228 | +$259.1M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Portfolio vehicles →
Sold rose to $NaN (+$259.1M, +13 investors) in 348 days since the previous filing.
Sold rose to $NaN (+$23.8M, +2 investors) in 364 days since the previous filing.
PORTFOLIO WEALTH ADVISORS (PORTFOLIO, LLC)
Website and main-office phone from Form ADV. Subscribe to unlock
This adviser reports no private funds on Form ADV, so a new fund here is its first: no incumbent administrator, auditor or custodian to displace.
12 other filings on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock
| David Shushan | Executive Officer |
| Matt Libling | Executive Officer |
| Adam Spence | Executive Officer |
| N/A Partners Capital Investment Group, LLP | Executive Officer |
| Euan Finlay | Executive Officer |
| Alexander Band | Executive Officer |
| Edmondo Barletta | Executive Officer |
| Kamran Moghadam | Executive Officer |
| John Beil | Executive Officer |
| Christoph Guenther | Executive Officer |
| Sud Murugesu | Executive Officer |
| Adam Watson | Executive Officer |
| Emma Bewley | Executive Officer |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Alyssa Rau, Authorized Signatory.
Relevant to: Fund audit & tax, Fund administrator.
The issuer's phone number and address from the filing are shown to subscribers. See plans.
