Wealth Manager
    SEC Registered
    Manages Private Funds

    Portland Global Advisors LLC

    Registered investment advisor · Portland, Maine · CRD #109127

    Assets Under Management
    $1.2B
    Client Accounts
    1,010
    Employees
    13
    CRD Number
    109127
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Portland Global Advisors LLC

    Portland Global Advisors LLC is a reputable investment advisory firm based in Portland, ME, managing portfolios of cash, equity securities, and fixed income for high net worth individuals. They offer expert financial guidance and have a team of ten professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Portland Global Advisors LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Portland Global Advisors LLC's AUM?

    Portland Global Advisors LLC reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Portland Global Advisors LLC headquartered?

    Portland Global Advisors LLC is headquartered in Portland, Maine.

    What is Portland Global Advisors LLC's CRD number?

    Portland Global Advisors LLC's CRD number is 109127. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Portland Global Advisors LLC manage?

    Portland Global Advisors LLC manages approximately 1,010 client accounts according to its latest SEC filing.

    Is Portland Global Advisors LLC SEC registered?

    Yes, Portland Global Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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