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PORTLAND GLOBAL ADVISORS LLC
CRD 109127File 801-54256
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.