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PORTLAND GLOBAL ADVISORS LLC
CRD 109127File 801-54256
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$1.17B
Clients
304
1,010 accounts
Employees
13
Top 25% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 11, 1997
- Principal office
- 217 COMMERCIAL ST, SUITE 400, PORTLAND, ME, 04101
- Phone
- 207-773-2773
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $1.17B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,010
- Non-discretionary accounts
- 0
- Total accounts
- 1,010
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $12.5M |
| Charitable organizations | 2 | $29.7M |
| High net worth individuals | 168 | $1.02B |
| Individuals (other than high net worth individuals) | 132 | $110.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 291 | 304 | increased by13 |
| Apr 1, 2026 | AUM | $1,006,240,328 | $1,174,795,244 | increased by$168,554,916 |
| Apr 1, 2026 | Accounts | 894 | 1,010 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 241 | 291 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $865,486,698 | $1,006,240,328 | increased by$140,753,630 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 700 | 894 | increased by194 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 232 | 241 | increased by9 |
| Apr 1, 2022 | AUM | $680,246,525 | $865,486,698 | increased by$185,240,173 |
| Apr 1, 2022 | Accounts | 644 | 700 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTLAND GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTLAND GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.