PORTOLAN CAPITAL MANAGEMENT, LLC

CRD 157542File 801-73963

APPROVED

Retail clients

Custody

Filing as of Apr 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.02B

Top 25% of cohort (national)

Discretionary AUM

$2.02B

Clients

20 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Mar 30, 2012
Principal office: TWO INTERNATIONAL PLACE, SUITE 2630, BOSTON, MA, 02110
Phone: 617-753-6400
Website: https://portolan.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.02B
Discretionary AUM: $2.02B
Non-discretionary AUM: $0
Discretionary accounts: 20
Non-discretionary accounts: 0
Total accounts: 20
AUM per client: $106.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$1.05B
Charitable organizations	Fewer than 5	$110.0M
High net worth individuals	14	$267.1M
Pooled investment vehicles	4	$597.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This 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.